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 | $209,243 | $189,613+10.4% | $167,512+24.9% | $142,382+47.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.00% | 2024.68%-2012.7pp | 1615.79%-1603.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $15,000 | $4,349+244.9% | $3,882+286.4% | $4,299+248.9% |
| Participant deferral / active EE | $3,833 | $6,981-45.1% | $6,405-40.1% | $6,507-41.1% |
| Admin fee / account holder | $3,555 | $10,528-66.2% | $9,769-63.6% | $12,624-71.8% |