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 | $25,722 | $189,613-86.4% | $167,512-84.6% | $142,382-81.9% |
| Participation rate | 95.8% | 80.1%+15.7pp | 77.1%+18.8pp | 80.1%+15.7pp |
| Annual return | 22.55% | 2024.68%-2002.1pp | 1615.79%-1593.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,664 | $4,349-38.7% | $3,882-31.4% | $4,299-38.0% |
| Participant deferral / active EE | $4,178 | $6,981-40.1% | $6,405-34.8% | $6,507-35.8% |
| Admin fee / account holder | $626 | $10,528-94.1% | $9,769-93.6% | $12,624-95.0% |