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 | $212,685 | $189,613+12.2% | $167,512+27.0% | $142,382+49.4% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 16.22% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,459 | $4,349-43.5% | $3,882-36.7% | $4,299-42.8% |
| Participant deferral / active EE | $3,044 | $6,981-56.4% | $6,405-52.5% | $6,507-53.2% |
| Admin fee / account holder | $34,175 | $10,528+224.6% | $9,769+249.8% | $12,624+170.7% |