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 8-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 | $32,801 | $189,613-82.7% | $167,512-80.4% | $142,382-77.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.70% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,090 | $4,349+17.0% | $3,882+31.1% | $4,299+18.4% |
| Participant deferral / active EE | $6,133 | $6,981-12.2% | $6,405-4.2% | $6,507-5.8% |
| Admin fee / account holder | $2,982 | $10,528-71.7% | $9,769-69.5% | $12,624-76.4% |