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 8-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 | $96,257 | $189,613-49.2% | $167,512-42.5% | $142,382-32.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.58% | 2024.68%-2008.1pp | 1615.79%-1599.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,307 | $4,349+22.0% | $3,882+36.7% | $4,299+23.4% |
| Participant deferral / active EE | $11,039 | $6,981+58.1% | $6,405+72.4% | $6,507+69.6% |
| Admin fee / account holder | $1,300 | $10,528-87.6% | $9,769-86.7% | $12,624-89.7% |