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 | $133,001 | $189,613-29.9% | $167,512-20.6% | $142,382-6.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.72% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,206 | $4,349-3.3% | $3,882+8.4% | $4,299-2.2% |
| Participant deferral / active EE | $5,884 | $6,981-15.7% | $6,405-8.1% | $6,507-9.6% |
| Admin fee / account holder | $5,597 | $10,528-46.8% | $9,769-42.7% | $12,624-55.7% |