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 | $115,121 | $189,613-39.3% | $167,512-31.3% | $142,382-19.1% |
| Participation rate | 78.3% | 80.1%-1.9pp | 77.1%+1.2pp | 80.1%-1.9pp |
| Annual return | 15.23% | 2024.68%-2009.4pp | 1615.79%-1600.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,355 | $4,349-68.8% | $3,882-65.1% | $4,299-68.5% |
| Participant deferral / active EE | $3,301 | $6,981-52.7% | $6,405-48.5% | $6,507-49.3% |
| Admin fee / account holder | $4,510 | $10,528-57.2% | $9,769-53.8% | $12,624-64.3% |