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 9-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 | $122,298 | $189,613-35.5% | $167,512-27.0% | $142,382-14.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.41% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,251 | $4,349+43.7% | $3,882+61.0% | $4,299+45.4% |
| Participant deferral / active EE | $3,737 | $6,981-46.5% | $6,405-41.6% | $6,507-42.6% |
| Admin fee / account holder | $314 | $10,528-97.0% | $9,769-96.8% | $12,624-97.5% |