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 | $133,260 | $189,613-29.7% | $167,512-20.4% | $142,382-6.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.16% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,387 | $4,349-45.1% | $3,882-38.5% | $4,299-44.5% |
| Participant deferral / active EE | $16,868 | $6,981+141.6% | $6,405+163.4% | $6,507+159.2% |
| Admin fee / account holder | $25,989 | $10,528+146.9% | $9,769+166.0% | $12,624+105.9% |