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 | $160,766 | $189,613-15.2% | $167,512-4.0% | $142,382+12.9% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 10.65% | 2024.68%-2014.0pp | 1615.79%-1605.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,439 | $4,349-66.9% | $3,882-62.9% | $4,299-66.5% |
| Participant deferral / active EE | $14,165 | $6,981+102.9% | $6,405+121.2% | $6,507+117.7% |
| Admin fee / account holder | $1,313 | $10,528-87.5% | $9,769-86.6% | $12,624-89.6% |