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 10-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 | $127,751 | $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 | 13.43% | 2024.68%-2011.3pp | 1615.79%-1602.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,759 | $4,349-36.6% | $3,882-28.9% | $4,299-35.8% |
| Participant deferral / active EE | $7,569 | $6,981+8.4% | $6,405+18.2% | $6,507+16.3% |
| Admin fee / account holder | $6,538 | $10,528-37.9% | $9,769-33.1% | $12,624-48.2% |