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 | $15,258 | $189,613-92.0% | $167,512-90.9% | $142,382-89.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.57% | 2024.68%-2008.1pp | 1615.79%-1599.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,413 | $4,349-67.5% | $3,882-63.6% | $4,299-67.1% |
| Participant deferral / active EE | $4,530 | $6,981-35.1% | $6,405-29.3% | $6,507-30.4% |
| Admin fee / account holder | $913 | $10,528-91.3% | $9,769-90.7% | $12,624-92.8% |