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 | $78,990 | $189,613-58.3% | $167,512-52.8% | $142,382-44.5% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 21.82% | 2024.68%-2002.9pp | 1615.79%-1594.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,094 | $4,349-28.9% | $3,882-20.3% | $4,299-28.0% |
| Participant deferral / active EE | $12,063 | $6,981+72.8% | $6,405+88.3% | $6,507+85.4% |
| Admin fee / account holder | $2,617 | $10,528-75.1% | $9,769-73.2% | $12,624-79.3% |