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 | $107,177 | $189,613-43.5% | $167,512-36.0% | $142,382-24.7% |
| Participation rate | 89.5% | 80.1%+9.3pp | 77.1%+12.4pp | 80.1%+9.4pp |
| Annual return | 28.76% | 2024.68%-1995.9pp | 1615.79%-1587.0pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,661 | $4,349-61.8% | $3,882-57.2% | $4,299-61.4% |
| Participant deferral / active EE | $12,868 | $6,981+84.3% | $6,405+100.9% | $6,507+97.7% |
| Admin fee / account holder | $51,657 | $10,528+390.7% | $9,769+428.8% | $12,624+309.2% |