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 | $97,789 | $189,613-48.4% | $167,512-41.6% | $142,382-31.3% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 38.91% | 2024.68%-1985.8pp | 1615.79%-1576.9pp | 217.08%-178.2pp |
| Employer contribution / active EE | $6,909 | $4,349+58.9% | $3,882+78.0% | $4,299+60.7% |
| Participant deferral / active EE | $14,204 | $6,981+103.5% | $6,405+121.8% | $6,507+118.3% |
| Admin fee / account holder | $1,689 | $10,528-84.0% | $9,769-82.7% | $12,624-86.6% |