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 3-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 | $242,205 | $189,613+27.7% | $167,512+44.6% | $142,382+70.1% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 13.55% | 2024.68%-2011.1pp | 1615.79%-1602.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,496 | $4,349-42.6% | $3,882-35.7% | $4,299-41.9% |
| Participant deferral / active EE | $7,670 | $6,981+9.9% | $6,405+19.8% | $6,507+17.9% |
| Admin fee / account holder | $2,653 | $10,528-74.8% | $9,769-72.8% | $12,624-79.0% |