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 | $212,372 | $189,613+12.0% | $167,512+26.8% | $142,382+49.2% |
| Participation rate | 95.0% | 80.1%+14.9pp | 77.1%+17.9pp | 80.1%+14.9pp |
| Annual return | 17.95% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,514 | $4,349+26.8% | $3,882+42.0% | $4,299+28.3% |
| Participant deferral / active EE | $13,984 | $6,981+100.3% | $6,405+118.3% | $6,507+114.9% |
| Admin fee / account holder | $7,662 | $10,528-27.2% | $9,769-21.6% | $12,624-39.3% |