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 | $241,075 | $189,613+27.1% | $167,512+43.9% | $142,382+69.3% |
| Participation rate | 94.7% | 80.1%+14.6pp | 77.1%+17.7pp | 80.1%+14.6pp |
| Annual return | 15.55% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,804 | $4,349-12.5% | $3,882-2.0% | $4,299-11.5% |
| Participant deferral / active EE | $10,955 | $6,981+56.9% | $6,405+71.1% | $6,507+68.4% |
| Admin fee / account holder | $29,865 | $10,528+183.7% | $9,769+205.7% | $12,624+136.6% |