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 8-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 | $132,195 | $189,613-30.3% | $167,512-21.1% | $142,382-7.2% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 26.18% | 2024.68%-1998.5pp | 1615.79%-1589.6pp | 217.08%-190.9pp |
| Employer contribution / active EE | $6,630 | $4,349+52.4% | $3,882+70.8% | $4,299+54.2% |
| Participant deferral / active EE | $13,184 | $6,981+88.8% | $6,405+105.9% | $6,507+102.6% |
| Admin fee / account holder | $88,792 | $10,528+743.4% | $9,769+808.9% | $12,624+603.4% |