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 | $104,072 | $189,613-45.1% | $167,512-37.9% | $142,382-26.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.76% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,003 | $4,349+38.0% | $3,882+54.6% | $4,299+39.6% |
| Participant deferral / active EE | $19,802 | $6,981+183.6% | $6,405+209.2% | $6,507+204.3% |
| Admin fee / account holder | $432 | $10,528-95.9% | $9,769-95.6% | $12,624-96.6% |