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 5-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 | $46,031 | $189,613-75.7% | $167,512-72.5% | $142,382-67.7% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 16.87% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,261 | $4,349-71.0% | $3,882-67.5% | $4,299-70.7% |
| Participant deferral / active EE | $8,425 | $6,981+20.7% | $6,405+31.6% | $6,507+29.5% |
| Admin fee / account holder | $1,237 | $10,528-88.2% | $9,769-87.3% | $12,624-90.2% |