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 | $131,901 | $189,613-30.4% | $167,512-21.3% | $142,382-7.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.36% | 2024.68%-2007.3pp | 1615.79%-1598.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,117 | $4,349-51.3% | $3,882-45.5% | $4,299-50.8% |
| Participant deferral / active EE | $11,171 | $6,981+60.0% | $6,405+74.4% | $6,507+71.7% |
| Admin fee / account holder | $339 | $10,528-96.8% | $9,769-96.5% | $12,624-97.3% |