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 | $149,099 | $189,613-21.4% | $167,512-11.0% | $142,382+4.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 14.36% | 2024.68%-2010.3pp | 1615.79%-1601.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,400 | $4,349-67.8% | $3,882-63.9% | $4,299-67.4% |
| Participant deferral / active EE | $11,568 | $6,981+65.7% | $6,405+80.6% | $6,507+77.8% |
| Admin fee / account holder | $11,704 | $10,528+11.2% | $9,769+19.8% | $12,624-7.3% |