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 | $140,797 | $189,613-25.7% | $167,512-15.9% | $142,382-1.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.09% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,385 | $4,349+0.8% | $3,882+13.0% | $4,299+2.0% |
| Participant deferral / active EE | $11,811 | $6,981+69.2% | $6,405+84.4% | $6,507+81.5% |
| Admin fee / account holder | $38,838 | $10,528+268.9% | $9,769+297.6% | $12,624+207.7% |