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 | $126,608 | $189,613-33.2% | $167,512-24.4% | $142,382-11.1% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 13.29% | 2024.68%-2011.4pp | 1615.79%-1602.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,679 | $4,349-38.4% | $3,882-31.0% | $4,299-37.7% |
| Participant deferral / active EE | $6,729 | $6,981-3.6% | $6,405+5.1% | $6,507+3.4% |
| Admin fee / account holder | $91,315 | $10,528+767.3% | $9,769+834.7% | $12,624+623.4% |