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 6-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 | $101,859 | $189,613-46.3% | $167,512-39.2% | $142,382-28.5% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 20.51% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $10,481 | $4,349+141.0% | $3,882+170.0% | $4,299+143.8% |
| Participant deferral / active EE | $17,396 | $6,981+149.2% | $6,405+171.6% | $6,507+167.3% |
| Admin fee / account holder | $8,452 | $10,528-19.7% | $9,769-13.5% | $12,624-33.0% |