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 | $88,078 | $189,613-53.5% | $167,512-47.4% | $142,382-38.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.45% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $30,859 | $4,349+609.6% | $3,882+695.0% | $4,299+617.8% |
| Participant deferral / active EE | $11,120 | $6,981+59.3% | $6,405+73.6% | $6,507+70.9% |
| Admin fee / account holder | $984 | $10,528-90.7% | $9,769-89.9% | $12,624-92.2% |