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 8-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 | $37,465 | $189,613-80.2% | $167,512-77.6% | $142,382-73.7% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 17.34% | 2024.68%-2007.3pp | 1615.79%-1598.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,735 | $4,349-60.1% | $3,882-55.3% | $4,299-59.6% |
| Participant deferral / active EE | $2,477 | $6,981-64.5% | $6,405-61.3% | $6,507-61.9% |
| Admin fee / account holder | $4,616 | $10,528-56.2% | $9,769-52.7% | $12,624-63.4% |