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 | $66,919 | $189,613-64.7% | $167,512-60.1% | $142,382-53.0% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 15.60% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,086 | $4,349-52.0% | $3,882-46.3% | $4,299-51.5% |
| Participant deferral / active EE | $3,739 | $6,981-46.4% | $6,405-41.6% | $6,507-42.5% |
| Admin fee / account holder | $774 | $10,528-92.7% | $9,769-92.1% | $12,624-93.9% |