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 | $43,169 | $189,613-77.2% | $167,512-74.2% | $142,382-69.7% |
| Participation rate | 94.1% | 80.1%+14.0pp | 77.1%+17.1pp | 80.1%+14.0pp |
| Annual return | 16.05% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,975 | $4,349-54.6% | $3,882-49.1% | $4,299-54.1% |
| Participant deferral / active EE | $2,135 | $6,981-69.4% | $6,405-66.7% | $6,507-67.2% |
| Admin fee / account holder | $5,611 | $10,528-46.7% | $9,769-42.6% | $12,624-55.6% |