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 | $81,974 | $189,613-56.8% | $167,512-51.1% | $142,382-42.4% |
| Participation rate | 95.5% | 80.1%+15.3pp | 77.1%+18.4pp | 80.1%+15.3pp |
| Annual return | 15.82% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,180 | $4,349-49.9% | $3,882-43.8% | $4,299-49.3% |
| Participant deferral / active EE | $5,262 | $6,981-24.6% | $6,405-17.8% | $6,507-19.1% |
| Admin fee / account holder | $6,207 | $10,528-41.0% | $9,769-36.5% | $12,624-50.8% |