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 9-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 | $151,594 | $189,613-20.1% | $167,512-9.5% | $142,382+6.5% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 27.39% | 2024.68%-1997.3pp | 1615.79%-1588.4pp | 217.08%-189.7pp |
| Employer contribution / active EE | $16,262 | $4,349+273.9% | $3,882+319.0% | $4,299+278.3% |
| Participant deferral / active EE | $9,955 | $6,981+42.6% | $6,405+55.4% | $6,507+53.0% |
| Admin fee / account holder | $2,122 | $10,528-79.8% | $9,769-78.3% | $12,624-83.2% |