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 | $52,298 | $138,065-62.1% | $123,544-57.7% | $135,375-61.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.97% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,445 | $5,151-52.5% | $4,628-47.2% | $4,779-48.8% |
| Participant deferral / active EE | $5,706 | $6,799-16.1% | $6,426-11.2% | $5,609+1.7% |
| Admin fee / account holder | $2,040 | $10,916-81.3% | $9,284-78.0% | $10,827-81.2% |