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 | $119,991 | $189,613-36.7% | $167,512-28.4% | $142,382-15.7% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 18.59% | 2024.68%-2006.1pp | 1615.79%-1597.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,379 | $4,349-45.3% | $3,882-38.7% | $4,299-44.7% |
| Participant deferral / active EE | $6,245 | $6,981-10.5% | $6,405-2.5% | $6,507-4.0% |
| Admin fee / account holder | $2,275 | $10,528-78.4% | $9,769-76.7% | $12,624-82.0% |