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 | $134,997 | $189,613-28.8% | $167,512-19.4% | $142,382-5.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 14.97% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,915 | $4,349-56.0% | $3,882-50.7% | $4,299-55.5% |
| Participant deferral / active EE | $2,572 | $6,981-63.2% | $6,405-59.8% | $6,507-60.5% |
| Admin fee / account holder | $22,625 | $10,528+114.9% | $9,769+131.6% | $12,624+79.2% |