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 4-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 | $29,742 | $189,613-84.3% | $167,512-82.2% | $142,382-79.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.42% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,667 | $4,349-15.7% | $3,882-5.5% | $4,299-14.7% |
| Participant deferral / active EE | $9,395 | $6,981+34.6% | $6,405+46.7% | $6,507+44.4% |
| Admin fee / account holder | $7,712 | $10,528-26.8% | $9,769-21.1% | $12,624-38.9% |