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 9-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 | $47,688 | $189,613-74.9% | $167,512-71.5% | $142,382-66.5% |
| Participation rate | 95.2% | 80.1%+15.1pp | 77.1%+18.2pp | 80.1%+15.1pp |
| Annual return | 22.78% | 2024.68%-2001.9pp | 1615.79%-1593.0pp | 217.08%-194.3pp |
| Employer contribution / active EE | $8,226 | $4,349+89.2% | $3,882+111.9% | $4,299+91.4% |
| Participant deferral / active EE | $12,440 | $6,981+78.2% | $6,405+94.2% | $6,507+91.2% |
| Admin fee / account holder | $5,155 | $10,528-51.0% | $9,769-47.2% | $12,624-59.2% |