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 | $113,006 | $189,613-40.4% | $167,512-32.5% | $142,382-20.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 13.43% | 2024.68%-2011.3pp | 1615.79%-1602.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,459 | $4,349-20.5% | $3,882-10.9% | $4,299-19.5% |
| Participant deferral / active EE | $6,695 | $6,981-4.1% | $6,405+4.5% | $6,507+2.9% |
| Admin fee / account holder | $23,824 | $10,528+126.3% | $9,769+143.9% | $12,624+88.7% |