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 3-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 | $98,564 | $189,613-48.0% | $167,512-41.2% | $142,382-30.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.00% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $45,088 | $4,349+936.7% | $3,882+1061.6% | $4,299+948.8% |
| Participant deferral / active EE | $2,500 | $6,981-64.2% | $6,405-61.0% | $6,507-61.6% |
| Admin fee / account holder | $1,939 | $10,528-81.6% | $9,769-80.2% | $12,624-84.6% |