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 | $29,200 | $189,613-84.6% | $167,512-82.6% | $142,382-79.5% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 76.59% | 2024.68%-1948.1pp | 1615.79%-1539.2pp | 217.08%-140.5pp |
| Employer contribution / active EE | $1,678 | $4,349-61.4% | $3,882-56.8% | $4,299-61.0% |
| Participant deferral / active EE | $2,503 | $6,981-64.2% | $6,405-60.9% | $6,507-61.5% |
| Admin fee / account holder | $807 | $10,528-92.3% | $9,769-91.7% | $12,624-93.6% |