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 | $49,494 | $189,613-73.9% | $167,512-70.5% | $142,382-65.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.90% | 2024.68%-2004.8pp | 1615.79%-1595.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $9,486 | $4,349+118.1% | $3,882+144.4% | $4,299+120.6% |
| Participant deferral / active EE | $20,643 | $6,981+195.7% | $6,405+222.3% | $6,507+217.2% |
| Admin fee / account holder | $1,462 | $10,528-86.1% | $9,769-85.0% | $12,624-88.4% |