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 | $144,167 | $189,613-24.0% | $167,512-13.9% | $142,382+1.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.87% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,508 | $4,349-65.3% | $3,882-61.1% | $4,299-64.9% |
| Participant deferral / active EE | $1,326 | $6,981-81.0% | $6,405-79.3% | $6,507-79.6% |
| Admin fee / account holder | $1,375 | $10,528-86.9% | $9,769-85.9% | $12,624-89.1% |