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 6-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 | $32,916 | $189,613-82.6% | $167,512-80.3% | $142,382-76.9% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 17.85% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,210 | $4,349-26.2% | $3,882-17.3% | $4,299-25.3% |
| Participant deferral / active EE | $5,393 | $6,981-22.8% | $6,405-15.8% | $6,507-17.1% |
| Admin fee / account holder | $5,527 | $10,528-47.5% | $9,769-43.4% | $12,624-56.2% |