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 | $58,072 | $189,613-69.4% | $167,512-65.3% | $142,382-59.2% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 17.79% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,462 | $4,349+2.6% | $3,882+14.9% | $4,299+3.8% |
| Participant deferral / active EE | $7,684 | $6,981+10.1% | $6,405+20.0% | $6,507+18.1% |
| Admin fee / account holder | $555 | $10,528-94.7% | $9,769-94.3% | $12,624-95.6% |