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 | $136,128 | $189,613-28.2% | $167,512-18.7% | $142,382-4.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.50% | 2024.68%-2013.2pp | 1615.79%-1604.3pp | 217.08%-205.6pp |
| Employer contribution / active EE | $8,142 | $4,349+87.2% | $3,882+109.8% | $4,299+89.4% |
| Participant deferral / active EE | $23,000 | $6,981+229.5% | $6,405+259.1% | $6,507+253.5% |
| Admin fee / account holder | $452 | $10,528-95.7% | $9,769-95.4% | $12,624-96.4% |