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 4-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 | $16,580 | $189,613-91.3% | $167,512-90.1% | $142,382-88.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.64% | 2024.68%-2005.0pp | 1615.79%-1596.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,233 | $4,349-48.7% | $3,882-42.5% | $4,299-48.1% |
| Participant deferral / active EE | $3,586 | $6,981-48.6% | $6,405-44.0% | $6,507-44.9% |
| Admin fee / account holder | $1,746 | $10,528-83.4% | $9,769-82.1% | $12,624-86.2% |