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 3-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 | $16,729 | $189,613-91.2% | $167,512-90.0% | $142,382-88.3% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 14.49% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,102 | $4,349-74.7% | $3,882-71.6% | $4,299-74.4% |
| Participant deferral / active EE | $5,384 | $6,981-22.9% | $6,405-15.9% | $6,507-17.3% |
| Admin fee / account holder | $3,237 | $10,528-69.3% | $9,769-66.9% | $12,624-74.4% |