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 | $19,934 | $189,613-89.5% | $167,512-88.1% | $142,382-86.0% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 19.10% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,511 | $4,349-65.2% | $3,882-61.1% | $4,299-64.8% |
| Participant deferral / active EE | $5,195 | $6,981-25.6% | $6,405-18.9% | $6,507-20.2% |
| Admin fee / account holder | $388 | $10,528-96.3% | $9,769-96.0% | $12,624-96.9% |