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 8-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 | $71,275 | $189,613-62.4% | $167,512-57.5% | $142,382-49.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.30% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,337 | $4,349-0.3% | $3,882+11.7% | $4,299+0.9% |
| Participant deferral / active EE | $11,365 | $6,981+62.8% | $6,405+77.5% | $6,507+74.7% |
| Admin fee / account holder | $12,892 | $10,528+22.5% | $9,769+32.0% | $12,624+2.1% |