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 | $30,382 | $189,613-84.0% | $167,512-81.9% | $142,382-78.7% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 60.34% | 2024.68%-1964.3pp | 1615.79%-1555.5pp | 217.08%-156.7pp |
| Employer contribution / active EE | $1,285 | $4,349-70.4% | $3,882-66.9% | $4,299-70.1% |
| Participant deferral / active EE | $1,438 | $6,981-79.4% | $6,405-77.5% | $6,507-77.9% |
| Admin fee / account holder | $930 | $10,528-91.2% | $9,769-90.5% | $12,624-92.6% |