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 10-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 | $188,165 | $189,613-0.8% | $167,512+12.3% | $142,382+32.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.18% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,266 | $4,349+21.1% | $3,882+35.7% | $4,299+22.5% |
| Participant deferral / active EE | $8,809 | $6,981+26.2% | $6,405+37.5% | $6,507+35.4% |
| Admin fee / account holder | $20,085 | $10,528+90.8% | $9,769+105.6% | $12,624+59.1% |