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 | $116,897 | $189,613-38.3% | $167,512-30.2% | $142,382-17.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 15.67% | 2024.68%-2009.0pp | 1615.79%-1600.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,240 | $4,349-25.5% | $3,882-16.5% | $4,299-24.6% |
| Participant deferral / active EE | $5,151 | $6,981-26.2% | $6,405-19.6% | $6,507-20.8% |
| Admin fee / account holder | $13,693 | $10,528+30.1% | $9,769+40.2% | $12,624+8.5% |