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 | $237,030 | $189,613+25.0% | $167,512+41.5% | $142,382+66.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.60% | 2024.68%-2012.1pp | 1615.79%-1603.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,407 | $4,349-44.7% | $3,882-38.0% | $4,299-44.0% |
| Participant deferral / active EE | $4,185 | $6,981-40.1% | $6,405-34.7% | $6,507-35.7% |
| Admin fee / account holder | $6,583 | $10,528-37.5% | $9,769-32.6% | $12,624-47.9% |