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 | $65,313 | $189,613-65.6% | $167,512-61.0% | $142,382-54.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.64% | 2024.68%-2006.0pp | 1615.79%-1597.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,254 | $4,349-25.2% | $3,882-16.2% | $4,299-24.3% |
| Participant deferral / active EE | $8,279 | $6,981+18.6% | $6,405+29.3% | $6,507+27.2% |
| Admin fee / account holder | $7,729 | $10,528-26.6% | $9,769-20.9% | $12,624-38.8% |