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 | $39,507 | $189,613-79.2% | $167,512-76.4% | $142,382-72.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.52% | 2024.68%-1997.2pp | 1615.79%-1588.3pp | 217.08%-189.6pp |
| Employer contribution / active EE | $7,708 | $4,349+77.2% | $3,882+98.6% | $4,299+79.3% |
| Participant deferral / active EE | $12,870 | $6,981+84.4% | $6,405+101.0% | $6,507+97.8% |
| Admin fee / account holder | $5,220 | $10,528-50.4% | $9,769-46.6% | $12,624-58.6% |