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 | $241,148 | $189,613+27.2% | $167,512+44.0% | $142,382+69.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.38% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,778 | $4,349+32.9% | $3,882+48.9% | $4,299+34.4% |
| Participant deferral / active EE | $8,092 | $6,981+15.9% | $6,405+26.3% | $6,507+24.3% |
| Admin fee / account holder | $15,849 | $10,528+50.5% | $9,769+62.2% | $12,624+25.5% |