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 6-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 | $31,170 | $189,613-83.6% | $167,512-81.4% | $142,382-78.1% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 26.36% | 2024.68%-1998.3pp | 1615.79%-1589.4pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,050 | $4,349-52.9% | $3,882-47.2% | $4,299-52.3% |
| Participant deferral / active EE | $4,606 | $6,981-34.0% | $6,405-28.1% | $6,507-29.2% |
| Admin fee / account holder | $2,176 | $10,528-79.3% | $9,769-77.7% | $12,624-82.8% |