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 | $35,099 | $189,613-81.5% | $167,512-79.0% | $142,382-75.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 15.23% | 2024.68%-2009.4pp | 1615.79%-1600.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,406 | $4,349-67.7% | $3,882-63.8% | $4,299-67.3% |
| Participant deferral / active EE | $6,990 | $6,981+0.1% | $6,405+9.1% | $6,507+7.4% |
| Admin fee / account holder | $2,296 | $10,528-78.2% | $9,769-76.5% | $12,624-81.8% |