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 | $69,969 | $189,613-63.1% | $167,512-58.2% | $142,382-50.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.80% | 2024.68%-2003.9pp | 1615.79%-1595.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,209 | $4,349-3.2% | $3,882+8.4% | $4,299-2.1% |
| Participant deferral / active EE | $12,244 | $6,981+75.4% | $6,405+91.2% | $6,507+88.2% |
| Admin fee / account holder | $408 | $10,528-96.1% | $9,769-95.8% | $12,624-96.8% |