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 | $90,440 | $189,613-52.3% | $167,512-46.0% | $142,382-36.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.43% | 2024.68%-2008.2pp | 1615.79%-1599.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $7,045 | $4,349+62.0% | $3,882+81.5% | $4,299+63.9% |
| Participant deferral / active EE | $15,780 | $6,981+126.0% | $6,405+146.4% | $6,507+142.5% |
| Admin fee / account holder | $7,241 | $10,528-31.2% | $9,769-25.9% | $12,624-42.6% |