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 | $69,441 | $189,613-63.4% | $167,512-58.5% | $142,382-51.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.89% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,516 | $4,349-42.2% | $3,882-35.2% | $4,299-41.5% |
| Participant deferral / active EE | $7,148 | $6,981+2.4% | $6,405+11.6% | $6,507+9.8% |
| Admin fee / account holder | $788 | $10,528-92.5% | $9,769-91.9% | $12,624-93.8% |