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 | $84,752 | $107,015-20.8% | $73,545+15.2% | $147,584-42.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 39.57% | 38.25%+1.3pp | -15.16%+54.7pp | 578.55%-539.0pp |
| Employer contribution / active EE | $17,190 | $1,760+876.7% | $1,219+1310.2% | $4,876+252.5% |
| Participant deferral / active EE | $11,017 | $2,462+347.5% | $1,806+510.0% | $5,439+102.6% |
| Admin fee / account holder | $13,053 | $3,055+327.2% | $2,320+462.7% | $10,885+19.9% |