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 | $133,722 | $189,613-29.5% | $167,512-20.2% | $142,382-6.1% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 14.41% | 2024.68%-2010.3pp | 1615.79%-1601.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,775 | $4,349-13.2% | $3,882-2.8% | $4,299-12.2% |
| Participant deferral / active EE | $4,591 | $6,981-34.2% | $6,405-28.3% | $6,507-29.4% |
| Admin fee / account holder | $2,074 | $10,528-80.3% | $9,769-78.8% | $12,624-83.6% |