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 | $28,164 | $189,613-85.1% | $167,512-83.2% | $142,382-80.2% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 25.02% | 2024.68%-1999.7pp | 1615.79%-1590.8pp | 217.08%-192.1pp |
| Employer contribution / active EE | $4,552 | $4,349+4.7% | $3,882+17.3% | $4,299+5.9% |
| Participant deferral / active EE | $7,995 | $6,981+14.5% | $6,405+24.8% | $6,507+22.9% |
| Admin fee / account holder | $2,026 | $10,528-80.8% | $9,769-79.3% | $12,624-83.9% |