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 | $117,210 | $189,613-38.2% | $167,512-30.0% | $142,382-17.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.56% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $669 | $4,349-84.6% | $3,882-82.8% | $4,299-84.4% |
| Participant deferral / active EE | $17,442 | $6,981+149.8% | $6,405+172.3% | $6,507+168.0% |
| Admin fee / account holder | $919 | $10,528-91.3% | $9,769-90.6% | $12,624-92.7% |