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 | $249,802 | $189,613+31.7% | $167,512+49.1% | $142,382+75.4% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 10.72% | 2024.68%-2014.0pp | 1615.79%-1605.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,636 | $4,349-39.4% | $3,882-32.1% | $4,299-38.7% |
| Participant deferral / active EE | $11,513 | $6,981+64.9% | $6,405+79.8% | $6,507+76.9% |
| Admin fee / account holder | $7,884 | $10,528-25.1% | $9,769-19.3% | $12,624-37.5% |