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 10-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 | $67,246 | $189,613-64.5% | $167,512-59.9% | $142,382-52.8% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 12.64% | 2024.68%-2012.0pp | 1615.79%-1603.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,284 | $4,349-70.5% | $3,882-66.9% | $4,299-70.1% |
| Participant deferral / active EE | $5,132 | $6,981-26.5% | $6,405-19.9% | $6,507-21.1% |
| Admin fee / account holder | $4,932 | $10,528-53.1% | $9,769-49.5% | $12,624-60.9% |