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 | $60,049 | $189,613-68.3% | $167,512-64.2% | $142,382-57.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.53% | 2024.68%-2012.2pp | 1615.79%-1603.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,916 | $4,349-9.9% | $3,882+0.9% | $4,299-8.9% |
| Participant deferral / active EE | $12,969 | $6,981+85.8% | $6,405+102.5% | $6,507+99.3% |
| Admin fee / account holder | $23,633 | $10,528+124.5% | $9,769+141.9% | $12,624+87.2% |