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 | $225,347 | $189,613+18.8% | $167,512+34.5% | $142,382+58.3% |
| Participation rate | 95.0% | 80.1%+14.9pp | 77.1%+17.9pp | 80.1%+14.9pp |
| Annual return | 15.48% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,070 | $4,349-29.4% | $3,882-20.9% | $4,299-28.6% |
| Participant deferral / active EE | $3,305 | $6,981-52.7% | $6,405-48.4% | $6,507-49.2% |
| Admin fee / account holder | $1,186 | $10,528-88.7% | $9,769-87.9% | $12,624-90.6% |