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 | $39,313 | $189,613-79.3% | $167,512-76.5% | $142,382-72.4% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 92.81% | 2024.68%-1931.9pp | 1615.79%-1523.0pp | 217.08%-124.3pp |
| Employer contribution / active EE | $4,089 | $4,349-6.0% | $3,882+5.3% | $4,299-4.9% |
| Participant deferral / active EE | $13,408 | $6,981+92.1% | $6,405+109.4% | $6,507+106.0% |
| Admin fee / account holder | $1,098 | $10,528-89.6% | $9,769-88.8% | $12,624-91.3% |