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 | $17,048 | $189,613-91.0% | $167,512-89.8% | $142,382-88.0% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 17.38% | 2024.68%-2007.3pp | 1615.79%-1598.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,679 | $4,349-38.4% | $3,882-31.0% | $4,299-37.7% |
| Participant deferral / active EE | $2,983 | $6,981-57.3% | $6,405-53.4% | $6,507-54.2% |
| Admin fee / account holder | $3,804 | $10,528-63.9% | $9,769-61.1% | $12,624-69.9% |