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 | $126,072 | $189,613-33.5% | $167,512-24.7% | $142,382-11.5% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 17.30% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,661 | $4,349+76.2% | $3,882+97.4% | $4,299+78.2% |
| Participant deferral / active EE | $8,097 | $6,981+16.0% | $6,405+26.4% | $6,507+24.4% |
| Admin fee / account holder | $2,237 | $10,528-78.8% | $9,769-77.1% | $12,624-82.3% |