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 5-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 | $213,515 | $189,613+12.6% | $167,512+27.5% | $142,382+50.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.61% | 2024.68%-2008.1pp | 1615.79%-1599.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,802 | $4,349+56.4% | $3,882+75.2% | $4,299+58.2% |
| Participant deferral / active EE | $10,338 | $6,981+48.1% | $6,405+61.4% | $6,507+58.9% |
| Admin fee / account holder | $1,995 | $10,528-81.1% | $9,769-79.6% | $12,624-84.2% |