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 | $107,925 | $189,613-43.1% | $167,512-35.6% | $142,382-24.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.05% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,686 | $4,349+7.8% | $3,882+20.7% | $4,299+9.0% |
| Participant deferral / active EE | $6,900 | $6,981-1.2% | $6,405+7.7% | $6,507+6.0% |
| Admin fee / account holder | $40,621 | $10,528+285.8% | $9,769+315.8% | $12,624+221.8% |