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 | $65,036 | $189,613-65.7% | $167,512-61.2% | $142,382-54.3% |
| Participation rate | 73.3% | 80.1%-6.8pp | 77.1%-3.7pp | 80.1%-6.8pp |
| Annual return | 39.06% | 2024.68%-1985.6pp | 1615.79%-1576.7pp | 217.08%-178.0pp |
| Employer contribution / active EE | $2,394 | $4,349-44.9% | $3,882-38.3% | $4,299-44.3% |
| Participant deferral / active EE | $4,458 | $6,981-36.1% | $6,405-30.4% | $6,507-31.5% |
| Admin fee / account holder | $16,143 | $10,528+53.3% | $9,769+65.3% | $12,624+27.9% |