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 | $243,600 | $189,613+28.5% | $167,512+45.4% | $142,382+71.1% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 19.47% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,915 | $4,349-56.0% | $3,882-50.7% | $4,299-55.5% |
| Participant deferral / active EE | $11,451 | $6,981+64.0% | $6,405+78.8% | $6,507+76.0% |
| Admin fee / account holder | $385 | $10,528-96.3% | $9,769-96.1% | $12,624-97.0% |