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 | $187,676 | $189,613-1.0% | $167,512+12.0% | $142,382+31.8% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 13.17% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,044 | $4,349-76.0% | $3,882-73.1% | $4,299-75.7% |
| Participant deferral / active EE | $6,521 | $6,981-6.6% | $6,405+1.8% | $6,507+0.2% |
| Admin fee / account holder | $4,609 | $10,528-56.2% | $9,769-52.8% | $12,624-63.5% |