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 | $139,439 | $189,613-26.5% | $167,512-16.8% | $142,382-2.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.10% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,614 | $4,349+52.1% | $3,882+70.4% | $4,299+53.8% |
| Participant deferral / active EE | $28,989 | $6,981+315.2% | $6,405+352.6% | $6,507+345.5% |
| Admin fee / account holder | $1,193 | $10,528-88.7% | $9,769-87.8% | $12,624-90.6% |