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 | $237,767 | $189,613+25.4% | $167,512+41.9% | $142,382+67.0% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 13.50% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $7,944 | $4,349+82.7% | $3,882+104.7% | $4,299+84.8% |
| Participant deferral / active EE | $15,922 | $6,981+128.1% | $6,405+148.6% | $6,507+144.7% |
| Admin fee / account holder | $61,195 | $10,528+481.2% | $9,769+526.4% | $12,624+384.8% |