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 | $128,329 | $189,613-32.3% | $167,512-23.4% | $142,382-9.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 19.13% | 2024.68%-2005.5pp | 1615.79%-1596.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,520 | $4,349+3.9% | $3,882+16.5% | $4,299+5.1% |
| Participant deferral / active EE | $8,279 | $6,981+18.6% | $6,405+29.3% | $6,507+27.2% |
| Admin fee / account holder | $524 | $10,528-95.0% | $9,769-94.6% | $12,624-95.8% |