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 | $80,355 | $189,613-57.6% | $167,512-52.0% | $142,382-43.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.15% | 2024.68%-2004.5pp | 1615.79%-1595.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,169 | $4,349-50.1% | $3,882-44.1% | $4,299-49.6% |
| Participant deferral / active EE | $19,999 | $6,981+186.5% | $6,405+212.3% | $6,507+207.3% |
| Admin fee / account holder | $435 | $10,528-95.9% | $9,769-95.5% | $12,624-96.6% |