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 | $243,735 | $189,613+28.5% | $167,512+45.5% | $142,382+71.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.93% | 2024.68%-2006.7pp | 1615.79%-1597.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $11,273 | $4,349+159.2% | $3,882+190.4% | $4,299+162.2% |
| Participant deferral / active EE | $10,995 | $6,981+57.5% | $6,405+71.7% | $6,507+69.0% |
| Admin fee / account holder | $7,848 | $10,528-25.5% | $9,769-19.7% | $12,624-37.8% |