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 | $249,984 | $189,613+31.8% | $167,512+49.2% | $142,382+75.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.57% | 2024.68%-2012.1pp | 1615.79%-1603.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $10,054 | $4,349+131.2% | $3,882+159.0% | $4,299+133.9% |
| Participant deferral / active EE | $7,099 | $6,981+1.7% | $6,405+10.8% | $6,507+9.1% |
| Admin fee / account holder | $8,692 | $10,528-17.4% | $9,769-11.0% | $12,624-31.1% |