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 | $61,307 | $189,613-67.7% | $167,512-63.4% | $142,382-56.9% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 10.34% | 2024.68%-2014.3pp | 1615.79%-1605.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $7,981 | $4,349+83.5% | $3,882+105.6% | $4,299+85.6% |
| Participant deferral / active EE | $5,800 | $6,981-16.9% | $6,405-9.4% | $6,507-10.9% |
| Admin fee / account holder | $536 | $10,528-94.9% | $9,769-94.5% | $12,624-95.8% |