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 | $61,477 | $189,613-67.6% | $167,512-63.3% | $142,382-56.8% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 12.44% | 2024.68%-2012.2pp | 1615.79%-1603.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,541 | $4,349-41.6% | $3,882-34.5% | $4,299-40.9% |
| Participant deferral / active EE | $3,184 | $6,981-54.4% | $6,405-50.3% | $6,507-51.1% |
| Admin fee / account holder | $10,506 | $10,528-0.2% | $9,769+7.5% | $12,624-16.8% |