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 | $14,957 | $189,613-92.1% | $167,512-91.1% | $142,382-89.5% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 20.26% | 2024.68%-2004.4pp | 1615.79%-1595.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,242 | $4,349-71.4% | $3,882-68.0% | $4,299-71.1% |
| Participant deferral / active EE | $3,083 | $6,981-55.8% | $6,405-51.9% | $6,507-52.6% |
| Admin fee / account holder | $1,176 | $10,528-88.8% | $9,769-88.0% | $12,624-90.7% |