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 | $232,434 | $189,613+22.6% | $167,512+38.8% | $142,382+63.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.48% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,500 | $4,349-42.5% | $3,882-35.6% | $4,299-41.9% |
| Participant deferral / active EE | $6,957 | $6,981-0.4% | $6,405+8.6% | $6,507+6.9% |
| Admin fee / account holder | $32,872 | $10,528+212.2% | $9,769+236.5% | $12,624+160.4% |