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 | $111,008 | $189,613-41.5% | $167,512-33.7% | $142,382-22.0% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 11.59% | 2024.68%-2013.1pp | 1615.79%-1604.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,488 | $4,349-19.8% | $3,882-10.1% | $4,299-18.9% |
| Participant deferral / active EE | $3,144 | $6,981-55.0% | $6,405-50.9% | $6,507-51.7% |
| Admin fee / account holder | $2,141 | $10,528-79.7% | $9,769-78.1% | $12,624-83.0% |