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 6-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 | $54,102 | $189,613-71.5% | $167,512-67.7% | $142,382-62.0% |
| Participation rate | 87.0% | 80.1%+6.8pp | 77.1%+9.9pp | 80.1%+6.8pp |
| Annual return | 20.08% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,533 | $4,349-41.8% | $3,882-34.7% | $4,299-41.1% |
| Participant deferral / active EE | $7,304 | $6,981+4.6% | $6,405+14.0% | $6,507+12.2% |
| Admin fee / account holder | $1,646 | $10,528-84.4% | $9,769-83.1% | $12,624-87.0% |