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 | $81,161 | $138,065-41.2% | $123,544-34.3% | $135,375-40.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.02% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,031 | $6,799-55.4% | $6,426-52.8% | $5,609-46.0% |
| Admin fee / account holder | $2,810 | $10,916-74.3% | $9,284-69.7% | $10,827-74.0% |