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 | $31,827 | $189,613-83.2% | $167,512-81.0% | $142,382-77.6% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 12.69% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,413 | $4,349-67.5% | $3,882-63.6% | $4,299-67.1% |
| Participant deferral / active EE | $2,658 | $6,981-61.9% | $6,405-58.5% | $6,507-59.1% |
| Admin fee / account holder | $6,762 | $10,528-35.8% | $9,769-30.8% | $12,624-46.4% |