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 | $56,003 | $189,613-70.5% | $167,512-66.6% | $142,382-60.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.59% | 2024.68%-2001.1pp | 1615.79%-1592.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $5,492 | $4,349+26.3% | $3,882+41.5% | $4,299+27.8% |
| Participant deferral / active EE | $16,527 | $6,981+136.7% | $6,405+158.1% | $6,507+154.0% |
| Admin fee / account holder | $177,119 | $10,528+1582.3% | $9,769+1713.1% | $12,624+1303.1% |