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 | $14,539 | $189,613-92.3% | $167,512-91.3% | $142,382-89.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 20.54% | 2024.68%-2004.1pp | 1615.79%-1595.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,689 | $4,349+7.8% | $3,882+20.8% | $4,299+9.1% |
| Participant deferral / active EE | $6,535 | $6,981-6.4% | $6,405+2.0% | $6,507+0.4% |
| Admin fee / account holder | $8,490 | $10,528-19.4% | $9,769-13.1% | $12,624-32.7% |