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 | $149,004 | $189,613-21.4% | $167,512-11.0% | $142,382+4.7% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.1%+16.3pp | 80.1%+13.2pp |
| Annual return | 12.30% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,010 | $4,349-7.8% | $3,882+3.3% | $4,299-6.7% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,416 | $10,528-77.1% | $9,769-75.3% | $12,624-80.9% |