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 | $119,335 | $189,613-37.1% | $167,512-28.8% | $142,382-16.2% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 12.21% | 2024.68%-2012.5pp | 1615.79%-1603.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,482 | $4,349-19.9% | $3,882-10.3% | $4,299-19.0% |
| Participant deferral / active EE | $7,848 | $6,981+12.4% | $6,405+22.5% | $6,507+20.6% |
| Admin fee / account holder | $3,917 | $10,528-62.8% | $9,769-59.9% | $12,624-69.0% |