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 | $49,183 | $189,613-74.1% | $167,512-70.6% | $142,382-65.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.54% | 2024.68%-2013.1pp | 1615.79%-1604.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,867 | $4,349-57.1% | $3,882-51.9% | $4,299-56.6% |
| Participant deferral / active EE | $14,381 | $6,981+106.0% | $6,405+124.5% | $6,507+121.0% |
| Admin fee / account holder | $806 | $10,528-92.3% | $9,769-91.7% | $12,624-93.6% |