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 7-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 | $21,496 | $189,613-88.7% | $167,512-87.2% | $142,382-84.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.54% | 2024.68%-2010.1pp | 1615.79%-1601.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,177 | $4,349-72.9% | $3,882-69.7% | $4,299-72.6% |
| Participant deferral / active EE | $2,102 | $6,981-69.9% | $6,405-67.2% | $6,507-67.7% |
| Admin fee / account holder | $484 | $10,528-95.4% | $9,769-95.0% | $12,624-96.2% |