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 | $174,867 | $189,613-7.8% | $167,512+4.4% | $142,382+22.8% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 14.16% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,885 | $4,349+58.3% | $3,882+77.4% | $4,299+60.1% |
| Participant deferral / active EE | $7,805 | $6,981+11.8% | $6,405+21.9% | $6,507+19.9% |
| Admin fee / account holder | $3,740 | $10,528-64.5% | $9,769-61.7% | $12,624-70.4% |