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 | $158,886 | $189,613-16.2% | $167,512-5.1% | $142,382+11.6% |
| 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 | $1,961 | $4,349-54.9% | $3,882-49.5% | $4,299-54.4% |
| Participant deferral / active EE | $7,481 | $6,981+7.2% | $6,405+16.8% | $6,507+15.0% |
| Admin fee / account holder | $10,447 | $10,528-0.8% | $9,769+6.9% | $12,624-17.2% |