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 | $117,263 | $189,613-38.2% | $167,512-30.0% | $142,382-17.6% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 19.00% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,563 | $4,349+4.9% | $3,882+17.6% | $4,299+6.1% |
| Participant deferral / active EE | $11,528 | $6,981+65.1% | $6,405+80.0% | $6,507+77.2% |
| Admin fee / account holder | $1,995 | $10,528-81.1% | $9,769-79.6% | $12,624-84.2% |