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 | $23,137 | $189,613-87.8% | $167,512-86.2% | $142,382-83.7% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.46% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $566 | $4,349-87.0% | $3,882-85.4% | $4,299-86.8% |
| Participant deferral / active EE | $2,790 | $6,981-60.0% | $6,405-56.4% | $6,507-57.1% |
| Admin fee / account holder | $1,080 | $10,528-89.7% | $9,769-88.9% | $12,624-91.4% |