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 | $181,372 | $189,613-4.3% | $167,512+8.3% | $142,382+27.4% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.1%+17.4pp | 80.1%+14.3pp |
| Annual return | 13.69% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,595 | $4,349-17.3% | $3,882-7.4% | $4,299-16.4% |
| Participant deferral / active EE | $11,439 | $6,981+63.9% | $6,405+78.6% | $6,507+75.8% |
| Admin fee / account holder | $23,296 | $10,528+121.3% | $9,769+138.5% | $12,624+84.5% |