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 | $205,930 | $189,613+8.6% | $167,512+22.9% | $142,382+44.6% |
| Participation rate | 90.5% | 80.1%+10.3pp | 77.1%+13.4pp | 80.1%+10.4pp |
| Annual return | 17.10% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $8,018 | $4,349+84.4% | $3,882+106.6% | $4,299+86.5% |
| Participant deferral / active EE | $6,778 | $6,981-2.9% | $6,405+5.8% | $6,507+4.2% |
| Admin fee / account holder | $12,110 | $10,528+15.0% | $9,769+24.0% | $12,624-4.1% |