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 | $132,686 | $189,613-30.0% | $167,512-20.8% | $142,382-6.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 12.87% | 2024.68%-2011.8pp | 1615.79%-1602.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,661 | $4,349+30.2% | $3,882+45.8% | $4,299+31.7% |
| Participant deferral / active EE | $17,669 | $6,981+153.1% | $6,405+175.9% | $6,507+171.5% |
| Admin fee / account holder | $39,418 | $10,528+274.4% | $9,769+303.5% | $12,624+212.3% |