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 7-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 | $32,481 | $189,613-82.9% | $167,512-80.6% | $142,382-77.2% |
| Participation rate | 78.3% | 80.1%-1.9pp | 77.1%+1.2pp | 80.1%-1.9pp |
| Annual return | 24.02% | 2024.68%-2000.7pp | 1615.79%-1591.8pp | 217.08%-193.1pp |
| Employer contribution / active EE | $5,105 | $4,349+17.4% | $3,882+31.5% | $4,299+18.8% |
| Participant deferral / active EE | $6,892 | $6,981-1.3% | $6,405+7.6% | $6,507+5.9% |
| Admin fee / account holder | $3,447 | $10,528-67.3% | $9,769-64.7% | $12,624-72.7% |