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 3-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 | $16,771 | $189,613-91.2% | $167,512-90.0% | $142,382-88.2% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 15.58% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,116 | $4,349-51.4% | $3,882-45.5% | $4,299-50.8% |
| Participant deferral / active EE | $4,614 | $6,981-33.9% | $6,405-28.0% | $6,507-29.1% |
| Admin fee / account holder | $534 | $10,528-94.9% | $9,769-94.5% | $12,624-95.8% |