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 | $14,016 | $189,613-92.6% | $167,512-91.6% | $142,382-90.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.75% | 2024.68%-1998.9pp | 1615.79%-1590.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,178 | $4,349-72.9% | $3,882-69.6% | $4,299-72.6% |
| Participant deferral / active EE | $4,315 | $6,981-38.2% | $6,405-32.6% | $6,507-33.7% |
| Admin fee / account holder | $455 | $10,528-95.7% | $9,769-95.3% | $12,624-96.4% |