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 | $90,008 | $189,613-52.5% | $167,512-46.3% | $142,382-36.8% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 16.99% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,775 | $4,349+55.8% | $3,882+74.5% | $4,299+57.6% |
| Participant deferral / active EE | $5,717 | $6,981-18.1% | $6,405-10.7% | $6,507-12.1% |
| Admin fee / account holder | $1,565 | $10,528-85.1% | $9,769-84.0% | $12,624-87.6% |