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 5-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 | $157,525 | $189,613-16.9% | $167,512-6.0% | $142,382+10.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.84% | 2024.68%-2005.8pp | 1615.79%-1597.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,155 | $4,349-50.4% | $3,882-44.5% | $4,299-49.9% |
| Participant deferral / active EE | $20,496 | $6,981+193.6% | $6,405+220.0% | $6,507+215.0% |
| Admin fee / account holder | $1,043 | $10,528-90.1% | $9,769-89.3% | $12,624-91.7% |