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 | $57,440 | $189,613-69.7% | $167,512-65.7% | $142,382-59.7% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 52.28% | 2024.68%-1972.4pp | 1615.79%-1563.5pp | 217.08%-164.8pp |
| Employer contribution / active EE | $1,933 | $4,349-55.5% | $3,882-50.2% | $4,299-55.0% |
| Participant deferral / active EE | $10,165 | $6,981+45.6% | $6,405+58.7% | $6,507+56.2% |
| Admin fee / account holder | $1,172 | $10,528-88.9% | $9,769-88.0% | $12,624-90.7% |