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 | $244,842 | $189,613+29.1% | $167,512+46.2% | $142,382+72.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.66% | 2024.68%-2004.0pp | 1615.79%-1595.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $12,579 | $4,349+189.2% | $3,882+224.1% | $4,299+192.6% |
| Participant deferral / active EE | $12,639 | $6,981+81.0% | $6,405+97.3% | $6,507+94.2% |
| Admin fee / account holder | $3,132 | $10,528-70.3% | $9,769-67.9% | $12,624-75.2% |