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 | $172,332 | $189,613-9.1% | $167,512+2.9% | $142,382+21.0% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 23.81% | 2024.68%-2000.9pp | 1615.79%-1592.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,420 | $4,349-44.4% | $3,882-37.7% | $4,299-43.7% |
| Participant deferral / active EE | $8,032 | $6,981+15.1% | $6,405+25.4% | $6,507+23.4% |
| Admin fee / account holder | $19,805 | $10,528+88.1% | $9,769+102.7% | $12,624+56.9% |