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 | $227,265 | $65,703+245.9% | $94,224+141.2% | $59,632+281.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 2.28% | 5.22%-2.9pp | 10.68%-8.4pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $2,244 | $2,021+11.1% | $3,587-37.4% | $2,203+1.9% |
| Participant deferral / active EE | $6,422 | $3,143+104.3% | $4,320+48.7% | $3,192+101.2% |
| Admin fee / account holder | $3,772 | $4,264-11.5% | $6,269-39.8% | $4,297-12.2% |