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 | $79,619 | $189,613-58.0% | $167,512-52.5% | $142,382-44.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.19% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,604 | $4,349+74.9% | $3,882+95.9% | $4,299+76.9% |
| Participant deferral / active EE | $3,775 | $6,981-45.9% | $6,405-41.1% | $6,507-42.0% |
| Admin fee / account holder | $22,468 | $10,528+113.4% | $9,769+130.0% | $12,624+78.0% |