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 4-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 | $57,106 | $189,613-69.9% | $167,512-65.9% | $142,382-59.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 18.86% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,635 | $4,349+29.6% | $3,882+45.2% | $4,299+31.1% |
| Participant deferral / active EE | $6,065 | $6,981-13.1% | $6,405-5.3% | $6,507-6.8% |
| Admin fee / account holder | $2,539 | $10,528-75.9% | $9,769-74.0% | $12,624-79.9% |