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 | $201,472 | $209,411-3.8% | $178,490+12.9% | $158,922+26.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.39% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $5,513 | $5,706-3.4% | $5,011+10.0% | $4,761+15.8% |
| Participant deferral / active EE | $11,462 | $5,954+92.5% | $5,202+120.4% | $5,982+91.6% |
| Admin fee / account holder | $6,055 | $17,074-64.5% | $13,984-56.7% | $11,246-46.2% |