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 5-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 | $32,648 | $189,613-82.8% | $167,512-80.5% | $142,382-77.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.62% | 2024.68%-2005.1pp | 1615.79%-1596.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,433 | $4,349-44.1% | $3,882-37.3% | $4,299-43.4% |
| Participant deferral / active EE | $2,210 | $6,981-68.3% | $6,405-65.5% | $6,507-66.0% |
| Admin fee / account holder | $4,824 | $10,528-54.2% | $9,769-50.6% | $12,624-61.8% |