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 10-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 | $126,085 | $189,613-33.5% | $167,512-24.7% | $142,382-11.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 16.04% | 2024.68%-2008.6pp | 1615.79%-1599.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,677 | $4,349+7.5% | $3,882+20.5% | $4,299+8.8% |
| Participant deferral / active EE | $12,375 | $6,981+77.3% | $6,405+93.2% | $6,507+90.2% |
| Admin fee / account holder | $5,899 | $10,528-44.0% | $9,769-39.6% | $12,624-53.3% |