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 | $40,201 | $189,613-78.8% | $167,512-76.0% | $142,382-71.8% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 16.53% | 2024.68%-2008.1pp | 1615.79%-1599.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,286 | $4,349-47.4% | $3,882-41.1% | $4,299-46.8% |
| Participant deferral / active EE | $6,853 | $6,981-1.8% | $6,405+7.0% | $6,507+5.3% |
| Admin fee / account holder | $5,440 | $10,528-48.3% | $9,769-44.3% | $12,624-56.9% |