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 | $238,986 | $189,613+26.0% | $167,512+42.7% | $142,382+67.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.86% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $18,360 | $4,349+322.2% | $3,882+373.0% | $4,299+327.1% |
| Participant deferral / active EE | $3,671 | $6,981-47.4% | $6,405-42.7% | $6,507-43.6% |
| Admin fee / account holder | $56,398 | $10,528+435.7% | $9,769+477.3% | $12,624+346.8% |