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 5-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 | $12,529 | $189,613-93.4% | $167,512-92.5% | $142,382-91.2% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 18.57% | 2024.68%-2006.1pp | 1615.79%-1597.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,875 | $4,349-56.9% | $3,882-51.7% | $4,299-56.4% |
| Participant deferral / active EE | $2,084 | $6,981-70.1% | $6,405-67.5% | $6,507-68.0% |
| Admin fee / account holder | $966 | $10,528-90.8% | $9,769-90.1% | $12,624-92.3% |