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 4-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 | $20,630 | $189,613-89.1% | $167,512-87.7% | $142,382-85.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.79% | 2024.68%-2009.9pp | 1615.79%-1601.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,941 | $4,349-55.4% | $3,882-50.0% | $4,299-54.9% |
| Participant deferral / active EE | $5,099 | $6,981-27.0% | $6,405-20.4% | $6,507-21.6% |
| Admin fee / account holder | $6,682 | $10,528-36.5% | $9,769-31.6% | $12,624-47.1% |