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 | $246,262 | $189,613+29.9% | $167,512+47.0% | $142,382+73.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.17% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $12,917 | $4,349+197.0% | $3,882+232.8% | $4,299+200.5% |
| Participant deferral / active EE | $11,405 | $6,981+63.4% | $6,405+78.1% | $6,507+75.3% |
| Admin fee / account holder | $7,806 | $10,528-25.9% | $9,769-20.1% | $12,624-38.2% |