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 | $32,945 | $189,613-82.6% | $167,512-80.3% | $142,382-76.9% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 23.28% | 2024.68%-2001.4pp | 1615.79%-1592.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $4,127 | $4,349-5.1% | $3,882+6.3% | $4,299-4.0% |
| Participant deferral / active EE | $6,080 | $6,981-12.9% | $6,405-5.1% | $6,507-6.6% |
| Admin fee / account holder | $1,498 | $10,528-85.8% | $9,769-84.7% | $12,624-88.1% |