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 | $45,985 | $189,613-75.7% | $167,512-72.5% | $142,382-67.7% |
| Participation rate | 89.5% | 80.1%+9.3pp | 77.1%+12.4pp | 80.1%+9.4pp |
| Annual return | 17.54% | 2024.68%-2007.1pp | 1615.79%-1598.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,307 | $4,349-1.0% | $3,882+11.0% | $4,299+0.2% |
| Participant deferral / active EE | $11,319 | $6,981+62.1% | $6,405+76.7% | $6,507+73.9% |
| Admin fee / account holder | $4,691 | $10,528-55.4% | $9,769-52.0% | $12,624-62.8% |