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 | $67,541 | $189,613-64.4% | $167,512-59.7% | $142,382-52.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.33% | 2024.68%-2002.4pp | 1615.79%-1593.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,000 | $4,349-31.0% | $3,882-22.7% | $4,299-30.2% |
| Participant deferral / active EE | $13,300 | $6,981+90.5% | $6,405+107.7% | $6,507+104.4% |
| Admin fee / account holder | $454 | $10,528-95.7% | $9,769-95.4% | $12,624-96.4% |