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 9-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 | $81,893 | $189,613-56.8% | $167,512-51.1% | $142,382-42.5% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 14.20% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $16,303 | $4,349+274.9% | $3,882+320.0% | $4,299+279.2% |
| Participant deferral / active EE | $4,613 | $6,981-33.9% | $6,405-28.0% | $6,507-29.1% |
| Admin fee / account holder | $10,535 | $10,528+0.1% | $9,769+7.8% | $12,624-16.5% |