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 | $42,578 | $189,613-77.5% | $167,512-74.6% | $142,382-70.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 16.12% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,842 | $4,349-57.6% | $3,882-52.5% | $4,299-57.2% |
| Participant deferral / active EE | $5,503 | $6,981-21.2% | $6,405-14.1% | $6,507-15.4% |
| Admin fee / account holder | $28,694 | $10,528+172.5% | $9,769+193.7% | $12,624+127.3% |