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 | $61,725 | $189,613-67.4% | $167,512-63.2% | $142,382-56.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 12.66% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,926 | $4,349-55.7% | $3,882-50.4% | $4,299-55.2% |
| Participant deferral / active EE | $2,852 | $6,981-59.2% | $6,405-55.5% | $6,507-56.2% |
| Admin fee / account holder | $821 | $10,528-92.2% | $9,769-91.6% | $12,624-93.5% |