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 | $23,549 | $189,613-87.6% | $167,512-85.9% | $142,382-83.5% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 19.43% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,045 | $4,349-30.0% | $3,882-21.6% | $4,299-29.2% |
| Participant deferral / active EE | $4,267 | $6,981-38.9% | $6,405-33.4% | $6,507-34.4% |
| Admin fee / account holder | $660 | $10,528-93.7% | $9,769-93.2% | $12,624-94.8% |