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 | $76,208 | $138,065-44.8% | $123,544-38.3% | $135,375-43.7% |
| Participation rate | 82.6% | 84.7%-2.1pp | 82.3%+0.3pp | 82.6%0pp |
| Annual return | -4.84% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,615 | $6,799-17.4% | $6,426-12.6% | $5,609+0.1% |
| Admin fee / account holder | $5,332 | $10,916-51.2% | $9,284-42.6% | $10,827-50.8% |