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 | $63,617 | $189,613-66.4% | $167,512-62.0% | $142,382-55.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 10.85% | 2024.68%-2013.8pp | 1615.79%-1604.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,779 | $4,349-59.1% | $3,882-54.2% | $4,299-58.6% |
| Participant deferral / active EE | $4,303 | $6,981-38.4% | $6,405-32.8% | $6,507-33.9% |
| Admin fee / account holder | $11,713 | $10,528+11.3% | $9,769+19.9% | $12,624-7.2% |