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 8-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 | $245,335 | $189,613+29.4% | $167,512+46.5% | $142,382+72.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 20.78% | 2024.68%-2003.9pp | 1615.79%-1595.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $14,675 | $4,349+237.4% | $3,882+278.1% | $4,299+241.3% |
| Participant deferral / active EE | $7,086 | $6,981+1.5% | $6,405+10.6% | $6,507+8.9% |
| Admin fee / account holder | $1,884 | $10,528-82.1% | $9,769-80.7% | $12,624-85.1% |