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 | $70,448 | $135,635-48.1% | $110,238-36.1% | $135,375-48.0% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -7.51% | 513.19%-520.7pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,043 | $5,506-62.9% | $4,672-56.3% | $5,609-63.6% |
| Admin fee / account holder | $447 | $11,457-96.1% | $8,547-94.8% | $10,827-95.9% |