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 | $197,460 | $189,613+4.1% | $167,512+17.9% | $142,382+38.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.28% | 2024.68%-2013.4pp | 1615.79%-1604.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $5,908 | $4,349+35.8% | $3,882+52.2% | $4,299+37.4% |
| Participant deferral / active EE | $9,457 | $6,981+35.5% | $6,405+47.7% | $6,507+45.3% |
| Admin fee / account holder | $768 | $10,528-92.7% | $9,769-92.1% | $12,624-93.9% |