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 | $113,793 | $189,613-40.0% | $167,512-32.1% | $142,382-20.1% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 17.48% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,073 | $4,349-6.4% | $3,882+4.9% | $4,299-5.3% |
| Participant deferral / active EE | $14,061 | $6,981+101.4% | $6,405+119.6% | $6,507+116.1% |
| Admin fee / account holder | $940 | $10,528-91.1% | $9,769-90.4% | $12,624-92.6% |