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 | $42,985 | $189,613-77.3% | $167,512-74.3% | $142,382-69.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.88% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,982 | $4,349+14.6% | $3,882+28.4% | $4,299+15.9% |
| Participant deferral / active EE | $5,136 | $6,981-26.4% | $6,405-19.8% | $6,507-21.1% |
| Admin fee / account holder | $1,539 | $10,528-85.4% | $9,769-84.3% | $12,624-87.8% |