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 | $114,165 | $189,613-39.8% | $167,512-31.8% | $142,382-19.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 11.31% | 2024.68%-2013.4pp | 1615.79%-1604.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $775 | $4,349-82.2% | $3,882-80.0% | $4,299-82.0% |
| Participant deferral / active EE | $1,650 | $6,981-76.4% | $6,405-74.2% | $6,507-74.6% |
| Admin fee / account holder | $12,650 | $10,528+20.2% | $9,769+29.5% | $12,624+0.2% |