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 | $61,858 | $189,613-67.4% | $167,512-63.1% | $142,382-56.6% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 16.45% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,495 | $4,349-19.6% | $3,882-10.0% | $4,299-18.7% |
| Participant deferral / active EE | $10,757 | $6,981+54.1% | $6,405+68.0% | $6,507+65.3% |
| Admin fee / account holder | $37,188 | $10,528+253.2% | $9,769+280.7% | $12,624+194.6% |