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 | $144,909 | $189,613-23.6% | $167,512-13.5% | $142,382+1.8% |
| Participation rate | 76.2% | 80.1%-3.9pp | 77.1%-0.9pp | 80.1%-3.9pp |
| Annual return | 11.72% | 2024.68%-2013.0pp | 1615.79%-1604.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,032 | $4,349-76.3% | $3,882-73.4% | $4,299-76.0% |
| Participant deferral / active EE | $5,276 | $6,981-24.4% | $6,405-17.6% | $6,507-18.9% |
| Admin fee / account holder | $38,560 | $10,528+266.3% | $9,769+294.7% | $12,624+205.5% |