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 | $53,809 | $189,613-71.6% | $167,512-67.9% | $142,382-62.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.05% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,698 | $4,349-38.0% | $3,882-30.5% | $4,299-37.2% |
| Participant deferral / active EE | $8,046 | $6,981+15.3% | $6,405+25.6% | $6,507+23.7% |
| Admin fee / account holder | $316 | $10,528-97.0% | $9,769-96.8% | $12,624-97.5% |