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 7-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 | $28,317 | $189,613-85.1% | $167,512-83.1% | $142,382-80.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.90% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,331 | $4,349-69.4% | $3,882-65.7% | $4,299-69.0% |
| Participant deferral / active EE | $2,012 | $6,981-71.2% | $6,405-68.6% | $6,507-69.1% |
| Admin fee / account holder | $1,048 | $10,528-90.0% | $9,769-89.3% | $12,624-91.7% |