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 | $62,234 | $189,613-67.2% | $167,512-62.8% | $142,382-56.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.37% | 2024.68%-2012.3pp | 1615.79%-1603.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,958 | $4,349+14.0% | $3,882+27.7% | $4,299+15.3% |
| Participant deferral / active EE | $4,675 | $6,981-33.0% | $6,405-27.0% | $6,507-28.2% |
| Admin fee / account holder | $26,368 | $10,528+150.5% | $9,769+169.9% | $12,624+108.9% |