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 5-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 | $127,735 | $189,613-32.6% | $167,512-23.7% | $142,382-10.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.87% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $10,333 | $4,349+137.6% | $3,882+166.2% | $4,299+140.4% |
| Participant deferral / active EE | $18,833 | $6,981+169.8% | $6,405+194.1% | $6,507+189.4% |
| Admin fee / account holder | $722 | $10,528-93.1% | $9,769-92.6% | $12,624-94.3% |