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 | $179,242 | $189,613-5.5% | $167,512+7.0% | $142,382+25.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.46% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,054 | $4,349-52.8% | $3,882-47.1% | $4,299-52.2% |
| Participant deferral / active EE | $3,374 | $6,981-51.7% | $6,405-47.3% | $6,507-48.2% |
| Admin fee / account holder | $5,165 | $10,528-50.9% | $9,769-47.1% | $12,624-59.1% |