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 6-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 | $87,006 | $189,613-54.1% | $167,512-48.1% | $142,382-38.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.82% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,886 | $4,349-33.6% | $3,882-25.6% | $4,299-32.9% |
| Participant deferral / active EE | $11,631 | $6,981+66.6% | $6,405+81.6% | $6,507+78.7% |
| Admin fee / account holder | $988 | $10,528-90.6% | $9,769-89.9% | $12,624-92.2% |