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 | $52,402 | $189,613-72.4% | $167,512-68.7% | $142,382-63.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.16% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,758 | $4,349-36.6% | $3,882-28.9% | $4,299-35.8% |
| Participant deferral / active EE | $3,907 | $6,981-44.0% | $6,405-39.0% | $6,507-40.0% |
| Admin fee / account holder | $518 | $10,528-95.1% | $9,769-94.7% | $12,624-95.9% |