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 | $75,657 | $189,613-60.1% | $167,512-54.8% | $142,382-46.9% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 16.55% | 2024.68%-2008.1pp | 1615.79%-1599.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,184 | $4,349-49.8% | $3,882-43.7% | $4,299-49.2% |
| Participant deferral / active EE | $4,983 | $6,981-28.6% | $6,405-22.2% | $6,507-23.4% |
| Admin fee / account holder | $6,981 | $10,528-33.7% | $9,769-28.5% | $12,624-44.7% |