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 | $71,256 | $189,613-62.4% | $167,512-57.5% | $142,382-50.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.57% | 2024.68%-2000.1pp | 1615.79%-1591.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,786 | $4,349-35.9% | $3,882-28.2% | $4,299-35.2% |
| Participant deferral / active EE | $12,770 | $6,981+82.9% | $6,405+99.4% | $6,507+96.2% |
| Admin fee / account holder | $538 | $10,528-94.9% | $9,769-94.5% | $12,624-95.7% |