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 3-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 | $14,226 | $189,613-92.5% | $167,512-91.5% | $142,382-90.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.28% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,862 | $4,349-11.2% | $3,882-0.5% | $4,299-10.2% |
| Participant deferral / active EE | $3,843 | $6,981-45.0% | $6,405-40.0% | $6,507-40.9% |
| Admin fee / account holder | $5,853 | $10,528-44.4% | $9,769-40.1% | $12,624-53.6% |