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 8-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 | $118,237 | $189,613-37.6% | $167,512-29.4% | $142,382-17.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.84% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,619 | $4,349-39.8% | $3,882-32.5% | $4,299-39.1% |
| Participant deferral / active EE | $6,241 | $6,981-10.6% | $6,405-2.5% | $6,507-4.1% |
| Admin fee / account holder | $1,927 | $10,528-81.7% | $9,769-80.3% | $12,624-84.7% |