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 4-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 | $66,507 | $189,613-64.9% | $167,512-60.3% | $142,382-53.3% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 20.33% | 2024.68%-2004.3pp | 1615.79%-1595.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $8,176 | $4,349+88.0% | $3,882+110.6% | $4,299+90.2% |
| Participant deferral / active EE | $9,919 | $6,981+42.1% | $6,405+54.9% | $6,507+52.4% |
| Admin fee / account holder | $936 | $10,528-91.1% | $9,769-90.4% | $12,624-92.6% |