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 | $21,221 | $189,613-88.8% | $167,512-87.3% | $142,382-85.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 16.83% | 2024.68%-2007.8pp | 1615.79%-1599.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,415 | $4,349-67.5% | $3,882-63.5% | $4,299-67.1% |
| Participant deferral / active EE | $1,465 | $6,981-79.0% | $6,405-77.1% | $6,507-77.5% |
| Admin fee / account holder | $339 | $10,528-96.8% | $9,769-96.5% | $12,624-97.3% |