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 | $87,647 | $189,613-53.8% | $167,512-47.7% | $142,382-38.4% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 19.08% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,181 | $4,349-3.9% | $3,882+7.7% | $4,299-2.7% |
| Participant deferral / active EE | $6,562 | $6,981-6.0% | $6,405+2.5% | $6,507+0.8% |
| Admin fee / account holder | $1,922 | $10,528-81.7% | $9,769-80.3% | $12,624-84.8% |