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 3-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 | $98,337 | $189,613-48.1% | $167,512-41.3% | $142,382-30.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.77% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $23,049 | $4,349+430.0% | $3,882+493.8% | $4,299+436.1% |
| Participant deferral / active EE | $15,227 | $6,981+118.1% | $6,405+137.7% | $6,507+134.0% |
| Admin fee / account holder | $9,767 | $10,528-7.2% | $9,7690% | $12,624-22.6% |