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 5-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 | $73,529 | $189,613-61.2% | $167,512-56.1% | $142,382-48.4% |
| Participation rate | 84.2% | 80.1%+4.1pp | 77.1%+7.2pp | 80.1%+4.1pp |
| Annual return | 20.09% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,330 | $4,349+22.6% | $3,882+37.3% | $4,299+24.0% |
| Participant deferral / active EE | $8,293 | $6,981+18.8% | $6,405+29.5% | $6,507+27.4% |
| Admin fee / account holder | $1,523 | $10,528-85.5% | $9,769-84.4% | $12,624-87.9% |