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 7-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 | $142,844 | $189,613-24.7% | $167,512-14.7% | $142,382+0.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.99% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $8,811 | $4,349+102.6% | $3,882+127.0% | $4,299+105.0% |
| Participant deferral / active EE | $19,306 | $6,981+176.5% | $6,405+201.4% | $6,507+196.7% |
| Admin fee / account holder | $2,292 | $10,528-78.2% | $9,769-76.5% | $12,624-81.8% |