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 5-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 | $78,318 | $189,613-58.7% | $167,512-53.2% | $142,382-45.0% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 19.37% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,314 | $4,349-69.8% | $3,882-66.2% | $4,299-69.4% |
| Participant deferral / active EE | $1,314 | $6,981-81.2% | $6,405-79.5% | $6,507-79.8% |
| Admin fee / account holder | $915 | $10,528-91.3% | $9,769-90.6% | $12,624-92.8% |