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 | $85,777 | $189,613-54.8% | $167,512-48.8% | $142,382-39.8% |
| Participation rate | 82.6% | 80.1%+2.5pp | 77.1%+5.6pp | 80.1%+2.5pp |
| Annual return | 11.99% | 2024.68%-2012.7pp | 1615.79%-1603.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,485 | $4,349-19.9% | $3,882-10.2% | $4,299-18.9% |
| Participant deferral / active EE | $6,695 | $6,981-4.1% | $6,405+4.5% | $6,507+2.9% |
| Admin fee / account holder | $11,905 | $10,528+13.1% | $9,769+21.9% | $12,624-5.7% |