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 4-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 | $59,528 | $189,613-68.6% | $167,512-64.5% | $142,382-58.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.09% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,669 | $4,349-61.6% | $3,882-57.0% | $4,299-61.2% |
| Participant deferral / active EE | $20,500 | $6,981+193.6% | $6,405+220.1% | $6,507+215.0% |
| Admin fee / account holder | $985 | $10,528-90.6% | $9,769-89.9% | $12,624-92.2% |