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 3-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 | $18,874 | $189,613-90.0% | $167,512-88.7% | $142,382-86.7% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 16.08% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,161 | $4,349-50.3% | $3,882-44.3% | $4,299-49.7% |
| Participant deferral / active EE | $4,414 | $6,981-36.8% | $6,405-31.1% | $6,507-32.2% |
| Admin fee / account holder | $881 | $10,528-91.6% | $9,769-91.0% | $12,624-93.0% |