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 4-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 | $156,868 | $189,613-17.3% | $167,512-6.4% | $142,382+10.2% |
| Participation rate | 95.8% | 80.1%+15.7pp | 77.1%+18.8pp | 80.1%+15.7pp |
| Annual return | 14.03% | 2024.68%-2010.6pp | 1615.79%-1601.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,496 | $4,349-65.6% | $3,882-61.5% | $4,299-65.2% |
| Participant deferral / active EE | $7,348 | $6,981+5.3% | $6,405+14.7% | $6,507+12.9% |
| Admin fee / account holder | $9,015 | $10,528-14.4% | $9,769-7.7% | $12,624-28.6% |