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 6-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 | $145,044 | $189,613-23.5% | $167,512-13.4% | $142,382+1.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.24% | 2024.68%-2005.4pp | 1615.79%-1596.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,729 | $4,349+54.7% | $3,882+73.4% | $4,299+56.5% |
| Participant deferral / active EE | $14,844 | $6,981+112.6% | $6,405+131.8% | $6,507+128.1% |
| Admin fee / account holder | $759 | $10,528-92.8% | $9,769-92.2% | $12,624-94.0% |