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 7-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 | $153,839 | $189,613-18.9% | $167,512-8.2% | $142,382+8.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.01% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,004 | $4,349-53.9% | $3,882-48.4% | $4,299-53.4% |
| Participant deferral / active EE | $8,997 | $6,981+28.9% | $6,405+40.5% | $6,507+38.3% |
| Admin fee / account holder | $2,213 | $10,528-79.0% | $9,769-77.3% | $12,624-82.5% |