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 | $27,532 | $189,613-85.5% | $167,512-83.6% | $142,382-80.7% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 17.19% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,648 | $4,349-62.1% | $3,882-57.5% | $4,299-61.7% |
| Participant deferral / active EE | $2,073 | $6,981-70.3% | $6,405-67.6% | $6,507-68.1% |
| Admin fee / account holder | $658 | $10,528-93.7% | $9,769-93.3% | $12,624-94.8% |