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 5-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 | $204,149 | $189,613+7.7% | $167,512+21.9% | $142,382+43.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.04% | 2024.68%-2013.6pp | 1615.79%-1604.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $46,500 | $4,349+969.2% | $3,882+1098.0% | $4,299+981.6% |
| Participant deferral / active EE | $23,500 | $6,981+236.6% | $6,405+266.9% | $6,507+261.1% |
| Admin fee / account holder | $1,274 | $10,528-87.9% | $9,769-87.0% | $12,624-89.9% |