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 | $76,207 | $189,613-59.8% | $167,512-54.5% | $142,382-46.5% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 18.52% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,685 | $4,349+53.7% | $3,882+72.2% | $4,299+55.5% |
| Participant deferral / active EE | $11,745 | $6,981+68.2% | $6,405+83.4% | $6,507+80.5% |
| Admin fee / account holder | $1,174 | $10,528-88.8% | $9,769-88.0% | $12,624-90.7% |