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 | $14,702 | $189,613-92.2% | $167,512-91.2% | $142,382-89.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.80% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,416 | $4,349-44.4% | $3,882-37.8% | $4,299-43.8% |
| Participant deferral / active EE | $4,640 | $6,981-33.5% | $6,405-27.6% | $6,507-28.7% |
| Admin fee / account holder | $2,422 | $10,528-77.0% | $9,769-75.2% | $12,624-80.8% |