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 3-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 | $203,603 | $189,613+7.4% | $167,512+21.5% | $142,382+43.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 33.74% | 2024.68%-1990.9pp | 1615.79%-1582.1pp | 217.08%-183.3pp |
| Employer contribution / active EE | $4,686 | $4,349+7.7% | $3,882+20.7% | $4,299+9.0% |
| Participant deferral / active EE | $10,178 | $6,981+45.8% | $6,405+58.9% | $6,507+56.4% |
| Admin fee / account holder | $22,167 | $10,528+110.5% | $9,769+126.9% | $12,624+75.6% |