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 6-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 | $34,899 | $189,613-81.6% | $167,512-79.2% | $142,382-75.5% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 13.65% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,937 | $4,349-55.5% | $3,882-50.1% | $4,299-54.9% |
| Participant deferral / active EE | $3,728 | $6,981-46.6% | $6,405-41.8% | $6,507-42.7% |
| Admin fee / account holder | $345 | $10,528-96.7% | $9,769-96.5% | $12,624-97.3% |