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 | $157,064 | $189,613-17.2% | $167,512-6.2% | $142,382+10.3% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 11.84% | 2024.68%-2012.8pp | 1615.79%-1604.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,462 | $4,349-66.4% | $3,882-62.3% | $4,299-66.0% |
| Participant deferral / active EE | $1,462 | $6,981-79.1% | $6,405-77.2% | $6,507-77.5% |
| Admin fee / account holder | $50,594 | $10,528+380.6% | $9,769+417.9% | $12,624+300.8% |