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 | $140,329 | $189,613-26.0% | $167,512-16.2% | $142,382-1.4% |
| Participation rate | 76.9% | 80.1%-3.2pp | 77.1%-0.1pp | 80.1%-3.2pp |
| Annual return | 16.79% | 2024.68%-2007.9pp | 1615.79%-1599.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,814 | $4,349-35.3% | $3,882-27.5% | $4,299-34.6% |
| Participant deferral / active EE | $5,317 | $6,981-23.8% | $6,405-17.0% | $6,507-18.3% |
| Admin fee / account holder | $20,528 | $10,528+95.0% | $9,769+110.1% | $12,624+62.6% |