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 6-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 | $144,786 | $189,613-23.6% | $167,512-13.6% | $142,382+1.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.54% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $13,717 | $4,349+215.4% | $3,882+253.4% | $4,299+219.1% |
| Participant deferral / active EE | $22,883 | $6,981+227.8% | $6,405+257.3% | $6,507+251.6% |
| Admin fee / account holder | $312 | $10,528-97.0% | $9,769-96.8% | $12,624-97.5% |