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 | $30,301 | $189,613-84.0% | $167,512-81.9% | $142,382-78.7% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 21.30% | 2024.68%-2003.4pp | 1615.79%-1594.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,310 | $4,349-23.9% | $3,882-14.7% | $4,299-23.0% |
| Participant deferral / active EE | $5,103 | $6,981-26.9% | $6,405-20.3% | $6,507-21.6% |
| Admin fee / account holder | $1,116 | $10,528-89.4% | $9,769-88.6% | $12,624-91.2% |