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 | $182,578 | $189,613-3.7% | $167,512+9.0% | $142,382+28.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.68% | 2024.68%-2014.0pp | 1615.79%-1605.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,694 | $4,349-38.1% | $3,882-30.6% | $4,299-37.3% |
| Participant deferral / active EE | $6,004 | $6,981-14.0% | $6,405-6.3% | $6,507-7.7% |
| Admin fee / account holder | $3,908 | $10,528-62.9% | $9,769-60.0% | $12,624-69.0% |