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 | $62,844 | $189,613-66.9% | $167,512-62.5% | $142,382-55.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.93% | 2024.68%-2003.8pp | 1615.79%-1594.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,346 | $4,349-46.1% | $3,882-39.6% | $4,299-45.4% |
| Participant deferral / active EE | $8,469 | $6,981+21.3% | $6,405+32.2% | $6,507+30.2% |
| Admin fee / account holder | $1,340 | $10,528-87.3% | $9,769-86.3% | $12,624-89.4% |