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 7-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 | $44,935 | $189,613-76.3% | $167,512-73.2% | $142,382-68.4% |
| Participation rate | 95.2% | 80.1%+15.1pp | 77.1%+18.2pp | 80.1%+15.1pp |
| Annual return | 18.58% | 2024.68%-2006.1pp | 1615.79%-1597.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,786 | $4,349-12.9% | $3,882-2.5% | $4,299-11.9% |
| Participant deferral / active EE | $6,094 | $6,981-12.7% | $6,405-4.8% | $6,507-6.3% |
| Admin fee / account holder | $4,615 | $10,528-56.2% | $9,769-52.8% | $12,624-63.4% |