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 | $233,432 | $189,613+23.1% | $167,512+39.4% | $142,382+63.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.11% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,104 | $4,349+17.4% | $3,882+31.5% | $4,299+18.7% |
| Participant deferral / active EE | $14,986 | $6,981+114.7% | $6,405+134.0% | $6,507+130.3% |
| Admin fee / account holder | $1,838 | $10,528-82.5% | $9,769-81.2% | $12,624-85.4% |