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 | $175,941 | $189,613-7.2% | $167,512+5.0% | $142,382+23.6% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 13.45% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,336 | $4,349-69.3% | $3,882-65.6% | $4,299-68.9% |
| Participant deferral / active EE | $5,898 | $6,981-15.5% | $6,405-7.9% | $6,507-9.4% |
| Admin fee / account holder | $7,692 | $10,528-26.9% | $9,769-21.3% | $12,624-39.1% |