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 5-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 | $147,256 | $189,613-22.3% | $167,512-12.1% | $142,382+3.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.81% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,190 | $4,349-72.6% | $3,882-69.3% | $4,299-72.3% |
| Participant deferral / active EE | $12,500 | $6,981+79.1% | $6,405+95.2% | $6,507+92.1% |
| Admin fee / account holder | $1,614 | $10,528-84.7% | $9,769-83.5% | $12,624-87.2% |