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 6-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 | $68,939 | $189,613-63.6% | $167,512-58.8% | $142,382-51.6% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 16.92% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $843 | $4,349-80.6% | $3,882-78.3% | $4,299-80.4% |
| Participant deferral / active EE | $4,162 | $6,981-40.4% | $6,405-35.0% | $6,507-36.0% |
| Admin fee / account holder | $785 | $10,528-92.5% | $9,769-92.0% | $12,624-93.8% |