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 | $96,145 | $189,613-49.3% | $167,512-42.6% | $142,382-32.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.08% | 2024.68%-2002.6pp | 1615.79%-1593.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $9,037 | $4,349+107.8% | $3,882+132.8% | $4,299+110.2% |
| Participant deferral / active EE | $10,780 | $6,981+54.4% | $6,405+68.3% | $6,507+65.7% |
| Admin fee / account holder | $10,259 | $10,528-2.6% | $9,769+5.0% | $12,624-18.7% |