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 3-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 | $242,353 | $189,613+27.8% | $167,512+44.7% | $142,382+70.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.77% | 2024.68%-1997.9pp | 1615.79%-1589.0pp | 217.08%-190.3pp |
| Employer contribution / active EE | $774 | $4,349-82.2% | $3,882-80.1% | $4,299-82.0% |
| Participant deferral / active EE | $5,162 | $6,981-26.1% | $6,405-19.4% | $6,507-20.7% |
| Admin fee / account holder | $560 | $10,528-94.7% | $9,769-94.3% | $12,624-95.6% |