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 | $55,395 | $189,613-70.8% | $167,512-66.9% | $142,382-61.1% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 18.70% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,726 | $4,349-14.3% | $3,882-4.0% | $4,299-13.3% |
| Participant deferral / active EE | $9,623 | $6,981+37.8% | $6,405+50.3% | $6,507+47.9% |
| Admin fee / account holder | $2,615 | $10,528-75.2% | $9,769-73.2% | $12,624-79.3% |