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 | $133,056 | $189,613-29.8% | $167,512-20.6% | $142,382-6.5% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 14.73% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,835 | $4,349-11.8% | $3,882-1.2% | $4,299-10.8% |
| Participant deferral / active EE | $4,698 | $6,981-32.7% | $6,405-26.7% | $6,507-27.8% |
| Admin fee / account holder | $10,054 | $10,528-4.5% | $9,769+2.9% | $12,624-20.4% |