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 | $233,046 | $189,613+22.9% | $167,512+39.1% | $142,382+63.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.33% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,729 | $4,349-14.3% | $3,882-3.9% | $4,299-13.3% |
| Participant deferral / active EE | $12,235 | $6,981+75.2% | $6,405+91.0% | $6,507+88.0% |
| Admin fee / account holder | $954 | $10,528-90.9% | $9,769-90.2% | $12,624-92.4% |