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 9-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 | $201,529 | $217,402-7.3% | $185,823+8.5% | $167,490+20.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.66% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,083 | $5,873-64.5% | $5,167-59.7% | $4,837-56.9% |
| Participant deferral / active EE | $3,869 | $6,356-39.1% | $5,568-30.5% | $6,341-39.0% |
| Admin fee / account holder | $7,728 | $19,811-61.0% | $16,237-52.4% | $12,309-37.2% |