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 4-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 | $26,970 | $189,613-85.8% | $167,512-83.9% | $142,382-81.1% |
| Participation rate | 84.2% | 80.1%+4.1pp | 77.1%+7.2pp | 80.1%+4.1pp |
| Annual return | 14.83% | 2024.68%-2009.9pp | 1615.79%-1601.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,161 | $4,349+64.7% | $3,882+84.5% | $4,299+66.6% |
| Participant deferral / active EE | $12,586 | $6,981+80.3% | $6,405+96.5% | $6,507+93.4% |
| Admin fee / account holder | $12,786 | $10,528+21.4% | $9,769+30.9% | $12,624+1.3% |