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 | $73,278 | $189,613-61.4% | $167,512-56.3% | $142,382-48.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.70% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,179 | $4,349-49.9% | $3,882-43.9% | $4,299-49.3% |
| Participant deferral / active EE | $13,870 | $6,981+98.7% | $6,405+116.6% | $6,507+113.1% |
| Admin fee / account holder | $4,844 | $10,528-54.0% | $9,769-50.4% | $12,624-61.6% |