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 | $15,293 | $189,613-91.9% | $167,512-90.9% | $142,382-89.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 10.60% | 2024.68%-2014.1pp | 1615.79%-1605.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,989 | $4,349-8.3% | $3,882+2.8% | $4,299-7.2% |
| Participant deferral / active EE | $2,145 | $6,981-69.3% | $6,405-66.5% | $6,507-67.0% |
| Admin fee / account holder | $73,098 | $10,528+594.3% | $9,769+648.3% | $12,624+479.1% |