See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,306 | $189,613-66.6% | $167,512-62.2% | $142,382-55.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.59% | 2024.68%-2006.1pp | 1615.79%-1597.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,222 | $4,349+20.1% | $3,882+34.5% | $4,299+21.5% |
| Participant deferral / active EE | $6,310 | $6,981-9.6% | $6,405-1.5% | $6,507-3.0% |
| Admin fee / account holder | $676 | $10,528-93.6% | $9,769-93.1% | $12,624-94.6% |