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 | $216,077 | $189,613+14.0% | $167,512+29.0% | $142,382+51.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.62% | 2024.68%-2008.1pp | 1615.79%-1599.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,150 | $4,349+41.4% | $3,882+58.4% | $4,299+43.1% |
| Participant deferral / active EE | $8,172 | $6,981+17.0% | $6,405+27.6% | $6,507+25.6% |
| Admin fee / account holder | $8,426 | $10,528-20.0% | $9,769-13.7% | $12,624-33.2% |