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 | $243,866 | $189,613+28.6% | $167,512+45.6% | $142,382+71.3% |
| Participation rate | 95.5% | 80.1%+15.3pp | 77.1%+18.4pp | 80.1%+15.3pp |
| Annual return | 17.05% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $8,249 | $4,349+89.7% | $3,882+112.5% | $4,299+91.9% |
| Participant deferral / active EE | $7,811 | $6,981+11.9% | $6,405+22.0% | $6,507+20.0% |
| Admin fee / account holder | $1,814 | $10,528-82.8% | $9,769-81.4% | $12,624-85.6% |