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 | $117,553 | $189,613-38.0% | $167,512-29.8% | $142,382-17.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.63% | 2024.68%-2007.0pp | 1615.79%-1598.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $10,910 | $4,349+150.9% | $3,882+181.1% | $4,299+153.8% |
| Participant deferral / active EE | $10,333 | $6,981+48.0% | $6,405+61.3% | $6,507+58.8% |
| Admin fee / account holder | $1,054 | $10,528-90.0% | $9,769-89.2% | $12,624-91.7% |