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 | $47,841 | $189,613-74.8% | $167,512-71.4% | $142,382-66.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 34.07% | 2024.68%-1990.6pp | 1615.79%-1581.7pp | 217.08%-183.0pp |
| Employer contribution / active EE | $4,820 | $4,349+10.8% | $3,882+24.2% | $4,299+12.1% |
| Participant deferral / active EE | $8,535 | $6,981+22.2% | $6,405+33.3% | $6,507+31.2% |
| Admin fee / account holder | $4,468 | $10,528-57.6% | $9,769-54.3% | $12,624-64.6% |