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 | $141,911 | $189,613-25.2% | $167,512-15.3% | $142,382-0.3% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.65% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,560 | $4,349+4.9% | $3,882+17.5% | $4,299+6.1% |
| Participant deferral / active EE | $6,071 | $6,981-13.0% | $6,405-5.2% | $6,507-6.7% |
| Admin fee / account holder | $5,761 | $10,528-45.3% | $9,769-41.0% | $12,624-54.4% |