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 | $131,825 | $189,613-30.5% | $167,512-21.3% | $142,382-7.4% |
| Participation rate | 94.7% | 80.1%+14.6pp | 77.1%+17.7pp | 80.1%+14.6pp |
| Annual return | 18.18% | 2024.68%-2006.5pp | 1615.79%-1597.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,908 | $4,349-56.1% | $3,882-50.8% | $4,299-55.6% |
| Participant deferral / active EE | $6,186 | $6,981-11.4% | $6,405-3.4% | $6,507-4.9% |
| Admin fee / account holder | $2,371 | $10,528-77.5% | $9,769-75.7% | $12,624-81.2% |