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 7-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 | $176,291 | $189,613-7.0% | $167,512+5.2% | $142,382+23.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.63% | 2024.68%-2008.0pp | 1615.79%-1599.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,757 | $4,349+78.4% | $3,882+99.8% | $4,299+80.4% |
| Participant deferral / active EE | $21,637 | $6,981+209.9% | $6,405+237.8% | $6,507+232.5% |
| Admin fee / account holder | $690 | $10,528-93.4% | $9,769-92.9% | $12,624-94.5% |