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 | $20,583 | $189,613-89.1% | $167,512-87.7% | $142,382-85.5% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 17.31% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,213 | $4,349-26.1% | $3,882-17.2% | $4,299-25.3% |
| Participant deferral / active EE | $4,064 | $6,981-41.8% | $6,405-36.5% | $6,507-37.5% |
| Admin fee / account holder | $954 | $10,528-90.9% | $9,769-90.2% | $12,624-92.4% |