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 4-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 | $204,504 | $189,613+7.9% | $167,512+22.1% | $142,382+43.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.68% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,959 | $4,349-9.0% | $3,882+2.0% | $4,299-7.9% |
| Participant deferral / active EE | $13,295 | $6,981+90.4% | $6,405+107.6% | $6,507+104.3% |
| Admin fee / account holder | $2,578 | $10,528-75.5% | $9,769-73.6% | $12,624-79.6% |