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 | $88,629 | $189,613-53.3% | $167,512-47.1% | $142,382-37.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.38% | 2024.68%-2013.3pp | 1615.79%-1604.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $8,000 | $4,349+84.0% | $3,882+106.1% | $4,299+86.1% |
| Participant deferral / active EE | $9,075 | $6,981+30.0% | $6,405+41.7% | $6,507+39.5% |
| Admin fee / account holder | $339 | $10,528-96.8% | $9,769-96.5% | $12,624-97.3% |