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 3-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 | $154,401 | $189,613-18.6% | $167,512-7.8% | $142,382+8.4% |
| Participation rate | 94.7% | 80.1%+14.6pp | 77.1%+17.7pp | 80.1%+14.6pp |
| Annual return | 11.74% | 2024.68%-2012.9pp | 1615.79%-1604.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,211 | $4,349-72.2% | $3,882-68.8% | $4,299-71.8% |
| Participant deferral / active EE | $5,715 | $6,981-18.1% | $6,405-10.8% | $6,507-12.2% |
| Admin fee / account holder | $10,831 | $10,528+2.9% | $9,769+10.9% | $12,624-14.2% |