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 | $94,378 | $189,613-50.2% | $167,512-43.7% | $142,382-33.7% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 13.88% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $570 | $4,349-86.9% | $3,882-85.3% | $4,299-86.7% |
| Participant deferral / active EE | $3,072 | $6,981-56.0% | $6,405-52.0% | $6,507-52.8% |
| Admin fee / account holder | $938 | $10,528-91.1% | $9,769-90.4% | $12,624-92.6% |