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 5-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 | $97,473 | $189,613-48.6% | $167,512-41.8% | $142,382-31.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.97% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $12,648 | $4,349+190.8% | $3,882+225.8% | $4,299+194.2% |
| Participant deferral / active EE | $9,503 | $6,981+36.1% | $6,405+48.4% | $6,507+46.0% |
| Admin fee / account holder | $2,021 | $10,528-80.8% | $9,769-79.3% | $12,624-84.0% |