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 | $194,583 | $189,613+2.6% | $167,512+16.2% | $142,382+36.7% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 17.20% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,027 | $4,349-30.4% | $3,882-22.0% | $4,299-29.6% |
| Participant deferral / active EE | $7,347 | $6,981+5.2% | $6,405+14.7% | $6,507+12.9% |
| Admin fee / account holder | $8,179 | $10,528-22.3% | $9,769-16.3% | $12,624-35.2% |