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 | $55,825 | $189,613-70.6% | $167,512-66.7% | $142,382-60.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.23% | 2024.68%-2006.4pp | 1615.79%-1597.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,109 | $4,349-74.5% | $3,882-71.4% | $4,299-74.2% |
| Participant deferral / active EE | $2,591 | $6,981-62.9% | $6,405-59.5% | $6,507-60.2% |
| Admin fee / account holder | $1,348 | $10,528-87.2% | $9,769-86.2% | $12,624-89.3% |