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 10-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 | $46,414 | $189,613-75.5% | $167,512-72.3% | $142,382-67.4% |
| Participation rate | 94.7% | 80.1%+14.6pp | 77.1%+17.7pp | 80.1%+14.6pp |
| Annual return | 17.32% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,557 | $4,349-18.2% | $3,882-8.4% | $4,299-17.3% |
| Participant deferral / active EE | $9,330 | $6,981+33.6% | $6,405+45.7% | $6,507+43.4% |
| Admin fee / account holder | $564 | $10,528-94.6% | $9,769-94.2% | $12,624-95.5% |