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 | $209,572 | $189,613+10.5% | $167,512+25.1% | $142,382+47.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.78% | 2024.68%-2007.9pp | 1615.79%-1599.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,545 | $4,349+27.5% | $3,882+42.8% | $4,299+29.0% |
| Participant deferral / active EE | $14,771 | $6,981+111.6% | $6,405+130.6% | $6,507+127.0% |
| Admin fee / account holder | $1,265 | $10,528-88.0% | $9,769-87.0% | $12,624-90.0% |