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 5-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 | $18,784 | $189,613-90.1% | $167,512-88.8% | $142,382-86.8% |
| Participation rate | 76.9% | 80.1%-3.2pp | 77.1%-0.1pp | 80.1%-3.2pp |
| Annual return | 14.00% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,913 | $4,349-56.0% | $3,882-50.7% | $4,299-55.5% |
| Participant deferral / active EE | $2,073 | $6,981-70.3% | $6,405-67.6% | $6,507-68.1% |
| Admin fee / account holder | $1,245 | $10,528-88.2% | $9,769-87.3% | $12,624-90.1% |