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 5-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 | $64,969 | $189,613-65.7% | $167,512-61.2% | $142,382-54.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.29% | 2024.68%-2004.4pp | 1615.79%-1595.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,356 | $4,349-22.8% | $3,882-13.6% | $4,299-21.9% |
| Participant deferral / active EE | $12,847 | $6,981+84.0% | $6,405+100.6% | $6,507+97.4% |
| Admin fee / account holder | $396 | $10,528-96.2% | $9,769-95.9% | $12,624-96.9% |