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 | $143,400 | $189,613-24.4% | $167,512-14.4% | $142,382+0.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.00% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,728 | $4,349+8.7% | $3,882+21.8% | $4,299+10.0% |
| Participant deferral / active EE | $17,680 | $6,981+153.2% | $6,405+176.1% | $6,507+171.7% |
| Admin fee / account holder | $911 | $10,528-91.3% | $9,769-90.7% | $12,624-92.8% |