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 3-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 | $81,678 | $189,613-56.9% | $167,512-51.2% | $142,382-42.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 22.10% | 2024.68%-2002.6pp | 1615.79%-1593.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,779 | $4,349+32.9% | $3,882+48.9% | $4,299+34.4% |
| Participant deferral / active EE | $15,500 | $6,981+122.0% | $6,405+142.0% | $6,507+138.2% |
| Admin fee / account holder | $470 | $10,528-95.5% | $9,769-95.2% | $12,624-96.3% |