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 | $247,897 | $189,613+30.7% | $167,512+48.0% | $142,382+74.1% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 15.40% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,890 | $4,349+12.4% | $3,882+26.0% | $4,299+13.7% |
| Participant deferral / active EE | $8,922 | $6,981+27.8% | $6,405+39.3% | $6,507+37.1% |
| Admin fee / account holder | $2,760 | $10,528-73.8% | $9,769-71.7% | $12,624-78.1% |