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 10-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 | $102,683 | $189,613-45.8% | $167,512-38.7% | $142,382-27.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.82% | 2024.68%-2011.9pp | 1615.79%-1603.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $727 | $4,349-83.3% | $3,882-81.3% | $4,299-83.1% |
| Participant deferral / active EE | $13,221 | $6,981+89.4% | $6,405+106.4% | $6,507+103.2% |
| Admin fee / account holder | $80,000 | $10,528+659.9% | $9,769+718.9% | $12,624+533.7% |