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 | $124,141 | $189,613-34.5% | $167,512-25.9% | $142,382-12.8% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.1%+17.4pp | 80.1%+14.3pp |
| Annual return | 14.43% | 2024.68%-2010.3pp | 1615.79%-1601.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,850 | $4,349-57.5% | $3,882-52.3% | $4,299-57.0% |
| Participant deferral / active EE | $6,984 | $6,9810% | $6,405+9.0% | $6,507+7.3% |
| Admin fee / account holder | $1,694 | $10,528-83.9% | $9,769-82.7% | $12,624-86.6% |