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 9-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 | $209,686 | $189,613+10.6% | $167,512+25.2% | $142,382+47.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.00% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,922 | $4,349-32.8% | $3,882-24.7% | $4,299-32.0% |
| Participant deferral / active EE | $12,073 | $6,981+72.9% | $6,405+88.5% | $6,507+85.5% |
| Admin fee / account holder | $7,715 | $10,528-26.7% | $9,769-21.0% | $12,624-38.9% |