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 | $32,295 | $189,613-83.0% | $167,512-80.7% | $142,382-77.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.39% | 2024.68%-2002.3pp | 1615.79%-1593.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,359 | $4,349-45.8% | $3,882-39.2% | $4,299-45.1% |
| Participant deferral / active EE | $7,980 | $6,981+14.3% | $6,405+24.6% | $6,507+22.6% |
| Admin fee / account holder | $837 | $10,528-92.0% | $9,769-91.4% | $12,624-93.4% |