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 | $11,444 | $189,613-94.0% | $167,512-93.2% | $142,382-92.0% |
| Participation rate | 81.3% | 80.1%+1.1pp | 77.1%+4.2pp | 80.1%+1.1pp |
| Annual return | 18.47% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,174 | $4,349-73.0% | $3,882-69.8% | $4,299-72.7% |
| Participant deferral / active EE | $1,687 | $6,981-75.8% | $6,405-73.7% | $6,507-74.1% |
| Admin fee / account holder | $1,137 | $10,528-89.2% | $9,769-88.4% | $12,624-91.0% |