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 | $226,359 | $189,613+19.4% | $167,512+35.1% | $142,382+59.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.67% | 2024.68%-2009.0pp | 1615.79%-1600.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,293 | $4,349+21.7% | $3,882+36.4% | $4,299+23.1% |
| Participant deferral / active EE | $25,913 | $6,981+271.2% | $6,405+304.6% | $6,507+298.2% |
| Admin fee / account holder | $2,341 | $10,528-77.8% | $9,769-76.0% | $12,624-81.5% |