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 6-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 | $204,620 | $189,613+7.9% | $167,512+22.2% | $142,382+43.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.25% | 2024.68%-2002.4pp | 1615.79%-1593.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $15,067 | $4,349+246.4% | $3,882+288.2% | $4,299+250.5% |
| Participant deferral / active EE | $18,013 | $6,981+158.0% | $6,405+181.2% | $6,507+176.8% |
| Admin fee / account holder | $886 | $10,528-91.6% | $9,769-90.9% | $12,624-93.0% |