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 | $187,736 | $189,613-1.0% | $167,512+12.1% | $142,382+31.9% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 15.78% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,594 | $4,349+28.6% | $3,882+44.1% | $4,299+30.1% |
| Participant deferral / active EE | $6,564 | $6,981-6.0% | $6,405+2.5% | $6,507+0.9% |
| Admin fee / account holder | $1,412 | $10,528-86.6% | $9,769-85.5% | $12,624-88.8% |