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 | $31,545 | $189,613-83.4% | $167,512-81.2% | $142,382-77.8% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 18.10% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,438 | $4,349-43.9% | $3,882-37.2% | $4,299-43.3% |
| Participant deferral / active EE | $5,617 | $6,981-19.5% | $6,405-12.3% | $6,507-13.7% |
| Admin fee / account holder | $1,303 | $10,528-87.6% | $9,769-86.7% | $12,624-89.7% |