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 | $36,100 | $189,613-81.0% | $167,512-78.4% | $142,382-74.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 47.11% | 2024.68%-1977.6pp | 1615.79%-1568.7pp | 217.08%-170.0pp |
| Employer contribution / active EE | $6,752 | $4,349+55.2% | $3,882+73.9% | $4,299+57.0% |
| Participant deferral / active EE | $3,848 | $6,981-44.9% | $6,405-39.9% | $6,507-40.9% |
| Admin fee / account holder | $4,338 | $10,528-58.8% | $9,769-55.6% | $12,624-65.6% |