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 | $129,068 | $189,613-31.9% | $167,512-22.9% | $142,382-9.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 16.21% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,716 | $4,349+31.4% | $3,882+47.3% | $4,299+33.0% |
| Participant deferral / active EE | $6,247 | $6,981-10.5% | $6,405-2.5% | $6,507-4.0% |
| Admin fee / account holder | $10,704 | $10,528+1.7% | $9,769+9.6% | $12,624-15.2% |