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 | $80,010 | $189,613-57.8% | $167,512-52.2% | $142,382-43.8% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 13.45% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,990 | $4,349-8.3% | $3,882+2.8% | $4,299-7.2% |
| Participant deferral / active EE | $7,220 | $6,981+3.4% | $6,405+12.7% | $6,507+11.0% |
| Admin fee / account holder | $5,099 | $10,528-51.6% | $9,769-47.8% | $12,624-59.6% |