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 | $194,213 | $189,613+2.4% | $167,512+15.9% | $142,382+36.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.99% | 2024.68%-2012.7pp | 1615.79%-1603.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,445 | $4,349+48.2% | $3,882+66.0% | $4,299+49.9% |
| Participant deferral / active EE | $20,737 | $6,981+197.0% | $6,405+223.8% | $6,507+218.7% |
| Admin fee / account holder | $36,884 | $10,528+250.3% | $9,769+277.6% | $12,624+192.2% |