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 | $193,237 | $189,613+1.9% | $167,512+15.4% | $142,382+35.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 28.99% | 2024.68%-1995.7pp | 1615.79%-1586.8pp | 217.08%-188.1pp |
| Employer contribution / active EE | $5,279 | $4,349+21.4% | $3,882+36.0% | $4,299+22.8% |
| Participant deferral / active EE | $17,653 | $6,981+152.9% | $6,405+175.6% | $6,507+171.3% |
| Admin fee / account holder | $1,970 | $10,528-81.3% | $9,769-79.8% | $12,624-84.4% |