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 | $128,169 | $189,613-32.4% | $167,512-23.5% | $142,382-10.0% |
| Participation rate | 90.5% | 80.1%+10.3pp | 77.1%+13.4pp | 80.1%+10.4pp |
| Annual return | 12.25% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,336 | $4,349-69.3% | $3,882-65.6% | $4,299-68.9% |
| Participant deferral / active EE | $7,197 | $6,981+3.1% | $6,405+12.4% | $6,507+10.6% |
| Admin fee / account holder | $22,691 | $10,528+115.5% | $9,769+132.3% | $12,624+79.8% |