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 3-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 | $13,163 | $189,613-93.1% | $167,512-92.1% | $142,382-90.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.74% | 2024.68%-2002.9pp | 1615.79%-1594.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,142 | $4,349-73.7% | $3,882-70.6% | $4,299-73.4% |
| Participant deferral / active EE | $2,915 | $6,981-58.3% | $6,405-54.5% | $6,507-55.2% |
| Admin fee / account holder | $832 | $10,528-92.1% | $9,769-91.5% | $12,624-93.4% |