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 7-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 | $158,469 | $189,613-16.4% | $167,512-5.4% | $142,382+11.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 19.45% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,812 | $4,349-58.3% | $3,882-53.3% | $4,299-57.9% |
| Participant deferral / active EE | $18,934 | $6,981+171.2% | $6,405+195.6% | $6,507+191.0% |
| Admin fee / account holder | $9,230 | $10,528-12.3% | $9,769-5.5% | $12,624-26.9% |