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 | $186,690 | $189,613-1.5% | $167,512+11.4% | $142,382+31.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 14.07% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $7,225 | $4,349+66.1% | $3,882+86.1% | $4,299+68.1% |
| Participant deferral / active EE | $15,298 | $6,981+119.1% | $6,405+138.9% | $6,507+135.1% |
| Admin fee / account holder | $7,302 | $10,528-30.6% | $9,769-25.3% | $12,624-42.2% |