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 8-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 | $198,403 | $189,613+4.6% | $167,512+18.4% | $142,382+39.3% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 17.16% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,533 | $4,349-18.8% | $3,882-9.0% | $4,299-17.8% |
| Participant deferral / active EE | $7,770 | $6,981+11.3% | $6,405+21.3% | $6,507+19.4% |
| Admin fee / account holder | $404 | $10,528-96.2% | $9,769-95.9% | $12,624-96.8% |