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 | $233,916 | $189,613+23.4% | $167,512+39.6% | $142,382+64.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.51% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,047 | $4,349-29.9% | $3,882-21.5% | $4,299-29.1% |
| Participant deferral / active EE | $13,176 | $6,981+88.7% | $6,405+105.7% | $6,507+102.5% |
| Admin fee / account holder | $2,689 | $10,528-74.5% | $9,769-72.5% | $12,624-78.7% |