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 | $231,612 | $189,613+22.1% | $167,512+38.3% | $142,382+62.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.89% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $9,976 | $4,349+129.4% | $3,882+157.0% | $4,299+132.1% |
| Participant deferral / active EE | $12,600 | $6,981+80.5% | $6,405+96.7% | $6,507+93.6% |
| Admin fee / account holder | $1,519 | $10,528-85.6% | $9,769-84.4% | $12,624-88.0% |