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 | $49,102 | $189,613-74.1% | $167,512-70.7% | $142,382-65.5% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 20.40% | 2024.68%-2004.3pp | 1615.79%-1595.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,689 | $4,349-38.2% | $3,882-30.7% | $4,299-37.4% |
| Participant deferral / active EE | $5,490 | $6,981-21.4% | $6,405-14.3% | $6,507-15.6% |
| Admin fee / account holder | $1,064 | $10,528-89.9% | $9,769-89.1% | $12,624-91.6% |