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 | $56,897 | $189,613-70.0% | $167,512-66.0% | $142,382-60.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 19.06% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $862 | $4,349-80.2% | $3,882-77.8% | $4,299-79.9% |
| Participant deferral / active EE | $4,832 | $6,981-30.8% | $6,405-24.5% | $6,507-25.7% |
| Admin fee / account holder | $62,689 | $10,528+495.4% | $9,769+541.7% | $12,624+396.6% |