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 | $180,841 | $189,613-4.6% | $167,512+8.0% | $142,382+27.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.69% | 2024.68%-2000.0pp | 1615.79%-1591.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $6,570 | $4,349+51.1% | $3,882+69.3% | $4,299+52.8% |
| Participant deferral / active EE | $20,637 | $6,981+195.6% | $6,405+222.2% | $6,507+217.1% |
| Admin fee / account holder | $1,367 | $10,528-87.0% | $9,769-86.0% | $12,624-89.2% |