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 | $31,326 | $189,613-83.5% | $167,512-81.3% | $142,382-78.0% |
| Participation rate | 95.7% | 80.1%+15.5pp | 77.1%+18.6pp | 80.1%+15.5pp |
| Annual return | 26.33% | 2024.68%-1998.3pp | 1615.79%-1589.5pp | 217.08%-190.7pp |
| Employer contribution / active EE | $4,090 | $4,349-6.0% | $3,882+5.4% | $4,299-4.9% |
| Participant deferral / active EE | $9,533 | $6,981+36.6% | $6,405+48.8% | $6,507+46.5% |
| Admin fee / account holder | $2,915 | $10,528-72.3% | $9,769-70.2% | $12,624-76.9% |