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 | $36,248 | $189,613-80.9% | $167,512-78.4% | $142,382-74.5% |
| Participation rate | 81.0% | 80.1%+0.8pp | 77.1%+3.9pp | 80.1%+0.8pp |
| Annual return | 14.96% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,078 | $4,349+39.8% | $3,882+56.6% | $4,299+41.4% |
| Participant deferral / active EE | $1,293 | $6,981-81.5% | $6,405-79.8% | $6,507-80.1% |
| Admin fee / account holder | $1,146 | $10,528-89.1% | $9,769-88.3% | $12,624-90.9% |