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 | $71,763 | $189,613-62.2% | $167,512-57.2% | $142,382-49.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.49% | 2024.68%-2002.2pp | 1615.79%-1593.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $4,036 | $4,349-7.2% | $3,882+4.0% | $4,299-6.1% |
| Participant deferral / active EE | $16,821 | $6,981+140.9% | $6,405+162.6% | $6,507+158.5% |
| Admin fee / account holder | $327 | $10,528-96.9% | $9,769-96.7% | $12,624-97.4% |