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 | $91,595 | $189,613-51.7% | $167,512-45.3% | $142,382-35.7% |
| Participation rate | 73.3% | 80.1%-6.8pp | 77.1%-3.7pp | 80.1%-6.8pp |
| Annual return | 14.32% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,328 | $4,349-69.5% | $3,882-65.8% | $4,299-69.1% |
| Participant deferral / active EE | $4,824 | $6,981-30.9% | $6,405-24.7% | $6,507-25.9% |
| Admin fee / account holder | $1,167 | $10,528-88.9% | $9,769-88.1% | $12,624-90.8% |