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 | $97,903 | $189,613-48.4% | $167,512-41.6% | $142,382-31.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 13.68% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,617 | $4,349-16.8% | $3,882-6.8% | $4,299-15.9% |
| Participant deferral / active EE | $6,572 | $6,981-5.9% | $6,405+2.6% | $6,507+1.0% |
| Admin fee / account holder | $3,297 | $10,528-68.7% | $9,769-66.2% | $12,624-73.9% |