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 4-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 | $187,681 | $189,613-1.0% | $167,512+12.0% | $142,382+31.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.93% | 2024.68%-2003.7pp | 1615.79%-1594.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $25,753 | $4,349+492.2% | $3,882+563.5% | $4,299+499.0% |
| Participant deferral / active EE | $16,095 | $6,981+130.5% | $6,405+151.3% | $6,507+147.3% |
| Admin fee / account holder | $735 | $10,528-93.0% | $9,769-92.5% | $12,624-94.2% |