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 | $232,926 | $189,613+22.8% | $167,512+39.1% | $142,382+63.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.09% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $9,800 | $4,349+125.3% | $3,882+152.5% | $4,299+128.0% |
| Participant deferral / active EE | $10,950 | $6,981+56.8% | $6,405+71.0% | $6,507+68.3% |
| Admin fee / account holder | $1,720 | $10,528-83.7% | $9,769-82.4% | $12,624-86.4% |