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 | $48,875 | $189,613-74.2% | $167,512-70.8% | $142,382-65.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.43% | 2024.68%-2004.2pp | 1615.79%-1595.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,893 | $4,349-56.5% | $3,882-51.2% | $4,299-56.0% |
| Participant deferral / active EE | $2,468 | $6,981-64.6% | $6,405-61.5% | $6,507-62.1% |
| Admin fee / account holder | $1,313 | $10,528-87.5% | $9,769-86.6% | $12,624-89.6% |