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 10-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 | $67,400 | $189,613-64.5% | $167,512-59.8% | $142,382-52.7% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 10.54% | 2024.68%-2014.1pp | 1615.79%-1605.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,472 | $4,349+2.8% | $3,882+15.2% | $4,299+4.0% |
| Participant deferral / active EE | $2,682 | $6,981-61.6% | $6,405-58.1% | $6,507-58.8% |
| Admin fee / account holder | $76,455 | $10,528+626.2% | $9,769+682.6% | $12,624+505.6% |