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 | $55,795 | $189,613-70.6% | $167,512-66.7% | $142,382-60.8% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 25.56% | 2024.68%-1999.1pp | 1615.79%-1590.2pp | 217.08%-191.5pp |
| Employer contribution / active EE | $4,221 | $4,349-3.0% | $3,882+8.7% | $4,299-1.8% |
| Participant deferral / active EE | $7,042 | $6,981+0.9% | $6,405+9.9% | $6,507+8.2% |
| Admin fee / account holder | $14,214 | $10,528+35.0% | $9,769+45.5% | $12,624+12.6% |