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 8-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 | $120,936 | $189,613-36.2% | $167,512-27.8% | $142,382-15.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.06% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $11,147 | $4,349+156.3% | $3,882+187.2% | $4,299+159.3% |
| Participant deferral / active EE | $24,724 | $6,981+254.2% | $6,405+286.0% | $6,507+280.0% |
| Admin fee / account holder | $17,638 | $10,528+67.5% | $9,769+80.6% | $12,624+39.7% |