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 | $107,702 | $189,613-43.2% | $167,512-35.7% | $142,382-24.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.51% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,277 | $4,349-1.7% | $3,882+10.2% | $4,299-0.5% |
| Participant deferral / active EE | $10,632 | $6,981+52.3% | $6,405+66.0% | $6,507+63.4% |
| Admin fee / account holder | $5,192 | $10,528-50.7% | $9,769-46.9% | $12,624-58.9% |