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 | $198,428 | $189,613+4.6% | $167,512+18.5% | $142,382+39.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.16% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,064 | $4,349-29.5% | $3,882-21.1% | $4,299-28.7% |
| Participant deferral / active EE | $7,311 | $6,981+4.7% | $6,405+14.2% | $6,507+12.4% |
| Admin fee / account holder | $78,099 | $10,528+641.8% | $9,769+699.5% | $12,624+518.7% |