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 5-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 | $117,980 | $189,613-37.8% | $167,512-29.6% | $142,382-17.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 16.23% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,814 | $4,349+102.7% | $3,882+127.1% | $4,299+105.0% |
| Participant deferral / active EE | $7,549 | $6,981+8.1% | $6,405+17.9% | $6,507+16.0% |
| Admin fee / account holder | $26,106 | $10,528+148.0% | $9,769+167.2% | $12,624+106.8% |