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 | $97,339 | $189,613-48.7% | $167,512-41.9% | $142,382-31.6% |
| Participation rate | 95.8% | 80.1%+15.7pp | 77.1%+18.8pp | 80.1%+15.7pp |
| Annual return | 16.95% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,358 | $4,349+23.2% | $3,882+38.0% | $4,299+24.6% |
| Participant deferral / active EE | $4,464 | $6,981-36.1% | $6,405-30.3% | $6,507-31.4% |
| Admin fee / account holder | $1,194 | $10,528-88.7% | $9,769-87.8% | $12,624-90.5% |