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 | $211,278 | $189,613+11.4% | $167,512+26.1% | $142,382+48.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.53% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $30,539 | $4,349+602.2% | $3,882+686.8% | $4,299+610.4% |
| Participant deferral / active EE | $10,450 | $6,981+49.7% | $6,405+63.2% | $6,507+60.6% |
| Admin fee / account holder | $3,275 | $10,528-68.9% | $9,769-66.5% | $12,624-74.1% |