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 | $249,249 | $189,613+31.5% | $167,512+48.8% | $142,382+75.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.71% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $6,486 | $4,349+49.1% | $3,882+67.1% | $4,299+50.9% |
| Participant deferral / active EE | $22,152 | $6,981+217.3% | $6,405+245.9% | $6,507+240.4% |
| Admin fee / account holder | $629 | $10,528-94.0% | $9,769-93.6% | $12,624-95.0% |