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 | $122,921 | $189,613-35.2% | $167,512-26.6% | $142,382-13.7% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 15.11% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,886 | $4,349-56.6% | $3,882-51.4% | $4,299-56.1% |
| Participant deferral / active EE | $4,469 | $6,981-36.0% | $6,405-30.2% | $6,507-31.3% |
| Admin fee / account holder | $4,305 | $10,528-59.1% | $9,769-55.9% | $12,624-65.9% |