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 | $152,421 | $189,613-19.6% | $167,512-9.0% | $142,382+7.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.03% | 2024.68%-2011.7pp | 1615.79%-1602.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,177 | $4,349-49.9% | $3,882-43.9% | $4,299-49.4% |
| Participant deferral / active EE | $8,230 | $6,981+17.9% | $6,405+28.5% | $6,507+26.5% |
| Admin fee / account holder | $11,077 | $10,528+5.2% | $9,769+13.4% | $12,624-12.3% |