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 | $208,549 | $189,613+10.0% | $167,512+24.5% | $142,382+46.5% |
| Participation rate | 95.5% | 80.1%+15.3pp | 77.1%+18.4pp | 80.1%+15.3pp |
| Annual return | 17.23% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,027 | $4,349-7.4% | $3,882+3.7% | $4,299-6.3% |
| Participant deferral / active EE | $8,667 | $6,981+24.2% | $6,405+35.3% | $6,507+33.2% |
| Admin fee / account holder | $27,877 | $10,528+164.8% | $9,769+185.4% | $12,624+120.8% |