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 | $158,650 | $189,613-16.3% | $167,512-5.3% | $142,382+11.4% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 15.46% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,413 | $4,349-44.5% | $3,882-37.8% | $4,299-43.9% |
| Participant deferral / active EE | $4,818 | $6,981-31.0% | $6,405-24.8% | $6,507-26.0% |
| Admin fee / account holder | $26,403 | $10,528+150.8% | $9,769+170.3% | $12,624+109.2% |