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 10-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 | $85,245 | $189,613-55.0% | $167,512-49.1% | $142,382-40.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.44% | 2024.68%-2007.2pp | 1615.79%-1598.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,679 | $4,349-15.4% | $3,882-5.2% | $4,299-14.4% |
| Participant deferral / active EE | $9,622 | $6,981+37.8% | $6,405+50.2% | $6,507+47.9% |
| Admin fee / account holder | $1,423 | $10,528-86.5% | $9,769-85.4% | $12,624-88.7% |