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 | $50,373 | $189,613-73.4% | $167,512-69.9% | $142,382-64.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.05% | 2024.68%-1999.6pp | 1615.79%-1590.7pp | 217.08%-192.0pp |
| Employer contribution / active EE | $4,416 | $4,349+1.5% | $3,882+13.8% | $4,299+2.7% |
| Participant deferral / active EE | $7,435 | $6,981+6.5% | $6,405+16.1% | $6,507+14.3% |
| Admin fee / account holder | $1,426 | $10,528-86.5% | $9,769-85.4% | $12,624-88.7% |