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 | $243,634 | $189,613+28.5% | $167,512+45.4% | $142,382+71.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.58% | 2024.68%-2014.1pp | 1615.79%-1605.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $20,420 | $4,349+369.5% | $3,882+426.1% | $4,299+375.0% |
| Participant deferral / active EE | $14,120 | $6,981+102.3% | $6,405+120.5% | $6,507+117.0% |
| Admin fee / account holder | $132,324 | $10,528+1156.9% | $9,769+1254.5% | $12,624+948.2% |