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 5-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 | $68,075 | $189,613-64.1% | $167,512-59.4% | $142,382-52.2% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 13.11% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,417 | $4,349-44.4% | $3,882-37.7% | $4,299-43.8% |
| Participant deferral / active EE | $12,862 | $6,981+84.2% | $6,405+100.8% | $6,507+97.7% |
| Admin fee / account holder | $5,446 | $10,528-48.3% | $9,769-44.2% | $12,624-56.9% |