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 8-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 | $38,579 | $189,613-79.7% | $167,512-77.0% | $142,382-72.9% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 13.13% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,521 | $4,349+72.9% | $3,882+93.8% | $4,299+75.0% |
| Participant deferral / active EE | $6,487 | $6,981-7.1% | $6,405+1.3% | $6,507-0.3% |
| Admin fee / account holder | $23,227 | $10,528+120.6% | $9,769+137.8% | $12,624+84.0% |