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 | $249,724 | $189,613+31.7% | $167,512+49.1% | $142,382+75.4% |
| Participation rate | 70.6% | 80.1%-9.5pp | 77.1%-6.5pp | 80.1%-9.5pp |
| Annual return | 17.27% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,751 | $4,349-13.7% | $3,882-3.4% | $4,299-12.7% |
| Participant deferral / active EE | $10,183 | $6,981+45.9% | $6,405+59.0% | $6,507+56.5% |
| Admin fee / account holder | $4,948 | $10,528-53.0% | $9,769-49.4% | $12,624-60.8% |