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 4-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 | $19,359 | $189,613-89.8% | $167,512-88.4% | $142,382-86.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 19.77% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,489 | $4,349-65.8% | $3,882-61.6% | $4,299-65.4% |
| Participant deferral / active EE | $2,366 | $6,981-66.1% | $6,405-63.1% | $6,507-63.6% |
| Admin fee / account holder | $3,805 | $10,528-63.9% | $9,769-61.0% | $12,624-69.9% |