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 8-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 | $91,566 | $189,613-51.7% | $167,512-45.3% | $142,382-35.7% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 16.67% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,510 | $4,349-42.3% | $3,882-35.3% | $4,299-41.6% |
| Participant deferral / active EE | $10,589 | $6,981+51.7% | $6,405+65.3% | $6,507+62.7% |
| Admin fee / account holder | $1,081 | $10,528-89.7% | $9,769-88.9% | $12,624-91.4% |