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 | $85,891 | $93,024-7.7% | $77,024+11.5% | $134,475-36.1% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -19.31% | 62.60%-81.9pp | 42.32%-61.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,180 | $3,418-65.5% | $2,812-58.0% | $4,740-75.1% |
| Participant deferral / active EE | $3,662 | $5,238-30.1% | $4,426-17.3% | $6,400-42.8% |
| Admin fee / account holder | $471 | $6,944-93.2% | $5,425-91.3% | $11,426-95.9% |