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 | $121,942 | $189,613-35.7% | $167,512-27.2% | $142,382-14.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 54.01% | 2024.68%-1970.7pp | 1615.79%-1561.8pp | 217.08%-163.1pp |
| Employer contribution / active EE | $16,928 | $4,349+289.2% | $3,882+336.1% | $4,299+293.8% |
| Participant deferral / active EE | $33,000 | $6,981+372.7% | $6,405+415.3% | $6,507+407.1% |
| Admin fee / account holder | $1,445 | $10,528-86.3% | $9,769-85.2% | $12,624-88.6% |