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 5-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 | $13,323 | $189,613-93.0% | $167,512-92.0% | $142,382-90.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 12.22% | 2024.68%-2012.5pp | 1615.79%-1603.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,780 | $4,349-36.1% | $3,882-28.4% | $4,299-35.3% |
| Participant deferral / active EE | $5,447 | $6,981-22.0% | $6,405-15.0% | $6,507-16.3% |
| Admin fee / account holder | $5,550 | $10,528-47.3% | $9,769-43.2% | $12,624-56.0% |