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 | $180,589 | $189,613-4.8% | $167,512+7.8% | $142,382+26.8% |
| Participation rate | 76.9% | 80.1%-3.2pp | 77.1%-0.1pp | 80.1%-3.2pp |
| Annual return | 12.04% | 2024.68%-2012.6pp | 1615.79%-1603.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,112 | $4,349-51.4% | $3,882-45.6% | $4,299-50.9% |
| Participant deferral / active EE | $4,900 | $6,981-29.8% | $6,405-23.5% | $6,507-24.7% |
| Admin fee / account holder | $1,393 | $10,528-86.8% | $9,769-85.7% | $12,624-89.0% |