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 | $45,963 | $189,613-75.8% | $167,512-72.6% | $142,382-67.7% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 11.70% | 2024.68%-2013.0pp | 1615.79%-1604.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,099 | $4,349+17.3% | $3,882+31.4% | $4,299+18.6% |
| Participant deferral / active EE | $8,011 | $6,981+14.7% | $6,405+25.1% | $6,507+23.1% |
| Admin fee / account holder | $10,809 | $10,528+2.7% | $9,769+10.6% | $12,624-14.4% |