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 | $19,652 | $189,613-89.6% | $167,512-88.3% | $142,382-86.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.12% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,727 | $4,349-14.3% | $3,882-4.0% | $4,299-13.3% |
| Participant deferral / active EE | $3,750 | $6,981-46.3% | $6,405-41.4% | $6,507-42.4% |
| Admin fee / account holder | $8,858 | $10,528-15.9% | $9,769-9.3% | $12,624-29.8% |