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 | $76,112 | $189,613-59.9% | $167,512-54.6% | $142,382-46.5% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 11.29% | 2024.68%-2013.4pp | 1615.79%-1604.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,267 | $4,349-47.9% | $3,882-41.6% | $4,299-47.3% |
| Participant deferral / active EE | $4,414 | $6,981-36.8% | $6,405-31.1% | $6,507-32.2% |
| Admin fee / account holder | $2,969 | $10,528-71.8% | $9,769-69.6% | $12,624-76.5% |