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 | $233,440 | $189,613+23.1% | $167,512+39.4% | $142,382+64.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.68% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $7,685 | $4,349+76.7% | $3,882+98.0% | $4,299+78.8% |
| Participant deferral / active EE | $10,043 | $6,981+43.9% | $6,405+56.8% | $6,507+54.3% |
| Admin fee / account holder | $2,285 | $10,528-78.3% | $9,769-76.6% | $12,624-81.9% |