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 | $182,466 | $189,613-3.8% | $167,512+8.9% | $142,382+28.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 31.31% | 2024.68%-1993.4pp | 1615.79%-1584.5pp | 217.08%-185.8pp |
| Employer contribution / active EE | $6,391 | $4,349+46.9% | $3,882+64.6% | $4,299+48.7% |
| Participant deferral / active EE | $16,271 | $6,981+133.1% | $6,405+154.1% | $6,507+150.0% |
| Admin fee / account holder | $660 | $10,528-93.7% | $9,769-93.2% | $12,624-94.8% |