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 | $244,895 | $189,613+29.2% | $167,512+46.2% | $142,382+72.0% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 16.85% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,278 | $4,349+21.4% | $3,882+36.0% | $4,299+22.8% |
| Participant deferral / active EE | $14,527 | $6,981+108.1% | $6,405+126.8% | $6,507+123.2% |
| Admin fee / account holder | $4,318 | $10,528-59.0% | $9,769-55.8% | $12,624-65.8% |