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 8-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 | $95,334 | $189,613-49.7% | $167,512-43.1% | $142,382-33.0% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 18.93% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,314 | $4,349-23.8% | $3,882-14.6% | $4,299-22.9% |
| Participant deferral / active EE | $6,879 | $6,981-1.5% | $6,405+7.4% | $6,507+5.7% |
| Admin fee / account holder | $841 | $10,528-92.0% | $9,769-91.4% | $12,624-93.3% |