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 | $20,547 | $189,613-89.2% | $167,512-87.7% | $142,382-85.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.71% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,507 | $4,349-42.4% | $3,882-35.4% | $4,299-41.7% |
| Participant deferral / active EE | $4,200 | $6,981-39.8% | $6,405-34.4% | $6,507-35.5% |
| Admin fee / account holder | $373 | $10,528-96.5% | $9,769-96.2% | $12,624-97.0% |