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 5-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 | $88,574 | $189,613-53.3% | $167,512-47.1% | $142,382-37.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.20% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,110 | $4,349+40.5% | $3,882+57.4% | $4,299+42.1% |
| Participant deferral / active EE | $15,364 | $6,981+120.1% | $6,405+139.9% | $6,507+136.1% |
| Admin fee / account holder | $3,020 | $10,528-71.3% | $9,769-69.1% | $12,624-76.1% |