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 | $47,734 | $189,613-74.8% | $167,512-71.5% | $142,382-66.5% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 11.31% | 2024.68%-2013.4pp | 1615.79%-1604.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $6,532 | $4,349+50.2% | $3,882+68.3% | $4,299+51.9% |
| Participant deferral / active EE | $10,900 | $6,981+56.1% | $6,405+70.2% | $6,507+67.5% |
| Admin fee / account holder | $7,059 | $10,528-32.9% | $9,769-27.7% | $12,624-44.1% |