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 | $134,849 | $189,613-28.9% | $167,512-19.5% | $142,382-5.3% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 13.01% | 2024.68%-2011.7pp | 1615.79%-1602.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,345 | $4,349-23.1% | $3,882-13.8% | $4,299-22.2% |
| Participant deferral / active EE | $5,412 | $6,981-22.5% | $6,405-15.5% | $6,507-16.8% |
| Admin fee / account holder | $27,359 | $10,528+159.9% | $9,769+180.1% | $12,624+116.7% |