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 3-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 | $30,569 | $189,613-83.9% | $167,512-81.8% | $142,382-78.5% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 49.70% | 2024.68%-1975.0pp | 1615.79%-1566.1pp | 217.08%-167.4pp |
| Employer contribution / active EE | $5,577 | $4,349+28.2% | $3,882+43.7% | $4,299+29.7% |
| Participant deferral / active EE | $8,017 | $6,981+14.8% | $6,405+25.2% | $6,507+23.2% |
| Admin fee / account holder | $1,606 | $10,528-84.7% | $9,769-83.6% | $12,624-87.3% |