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 | $206,088 | $189,613+8.7% | $167,512+23.0% | $142,382+44.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.44% | 2024.68%-2012.2pp | 1615.79%-1603.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,482 | $4,349+3.1% | $3,882+15.5% | $4,299+4.2% |
| Participant deferral / active EE | $12,242 | $6,981+75.4% | $6,405+91.1% | $6,507+88.1% |
| Admin fee / account holder | $25,070 | $10,528+138.1% | $9,769+156.6% | $12,624+98.6% |