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 | $43,639 | $189,613-77.0% | $167,512-73.9% | $142,382-69.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.48% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,175 | $4,349+19.0% | $3,882+33.3% | $4,299+20.4% |
| Participant deferral / active EE | $10,950 | $6,981+56.9% | $6,405+71.0% | $6,507+68.3% |
| Admin fee / account holder | $4,864 | $10,528-53.8% | $9,769-50.2% | $12,624-61.5% |