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 | $131,567 | $189,613-30.6% | $167,512-21.5% | $142,382-7.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.99% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $6,114 | $4,349+40.6% | $3,882+57.5% | $4,299+42.2% |
| Participant deferral / active EE | $12,768 | $6,981+82.9% | $6,405+99.4% | $6,507+96.2% |
| Admin fee / account holder | $597 | $10,528-94.3% | $9,769-93.9% | $12,624-95.3% |