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 | $15,641 | $189,613-91.8% | $167,512-90.7% | $142,382-89.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 31.87% | 2024.68%-1992.8pp | 1615.79%-1583.9pp | 217.08%-185.2pp |
| Employer contribution / active EE | $4,044 | $4,349-7.0% | $3,882+4.2% | $4,299-5.9% |
| Participant deferral / active EE | $12,741 | $6,981+82.5% | $6,405+98.9% | $6,507+95.8% |
| Admin fee / account holder | $670 | $10,528-93.6% | $9,769-93.1% | $12,624-94.7% |