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 | $81,779 | $189,613-56.9% | $167,512-51.2% | $142,382-42.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.88% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,258 | $4,349-48.1% | $3,882-41.8% | $4,299-47.5% |
| Participant deferral / active EE | $6,727 | $6,981-3.6% | $6,405+5.0% | $6,507+3.4% |
| Admin fee / account holder | $4,900 | $10,528-53.5% | $9,769-49.8% | $12,624-61.2% |