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 | $89,417 | $189,613-52.8% | $167,512-46.6% | $142,382-37.2% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 20.07% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,290 | $4,349-24.3% | $3,882-15.2% | $4,299-23.5% |
| Participant deferral / active EE | $8,041 | $6,981+15.2% | $6,405+25.6% | $6,507+23.6% |
| Admin fee / account holder | $1,892 | $10,528-82.0% | $9,769-80.6% | $12,624-85.0% |