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 | $132,270 | $189,613-30.2% | $167,512-21.0% | $142,382-7.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.91% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,288 | $4,349-1.4% | $3,882+10.5% | $4,299-0.3% |
| Participant deferral / active EE | $10,990 | $6,981+57.4% | $6,405+71.6% | $6,507+68.9% |
| Admin fee / account holder | $2,467 | $10,528-76.6% | $9,769-74.7% | $12,624-80.5% |