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 | $117,549 | $189,613-38.0% | $167,512-29.8% | $142,382-17.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 17.53% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,557 | $4,349+4.8% | $3,882+17.4% | $4,299+6.0% |
| Participant deferral / active EE | $10,101 | $6,981+44.7% | $6,405+57.7% | $6,507+55.2% |
| Admin fee / account holder | $313 | $10,528-97.0% | $9,769-96.8% | $12,624-97.5% |