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 5-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 | $102,452 | $189,613-46.0% | $167,512-38.8% | $142,382-28.0% |
| Participation rate | 78.3% | 80.1%-1.9pp | 77.1%+1.2pp | 80.1%-1.9pp |
| Annual return | 14.58% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,844 | $4,349+34.4% | $3,882+50.6% | $4,299+35.9% |
| Participant deferral / active EE | $8,119 | $6,981+16.3% | $6,405+26.8% | $6,507+24.8% |
| Admin fee / account holder | $3,659 | $10,528-65.2% | $9,769-62.5% | $12,624-71.0% |