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 9-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 | $88,332 | $189,613-53.4% | $167,512-47.3% | $142,382-38.0% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 16.00% | 2024.68%-2008.7pp | 1615.79%-1599.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,385 | $4,349-45.2% | $3,882-38.6% | $4,299-44.5% |
| Participant deferral / active EE | $5,180 | $6,981-25.8% | $6,405-19.1% | $6,507-20.4% |
| Admin fee / account holder | $1,692 | $10,528-83.9% | $9,769-82.7% | $12,624-86.6% |