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 | $129,929 | $138,065-5.9% | $123,544+5.2% | $135,375-4.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.41% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,785 | $5,151-26.5% | $4,628-18.2% | $4,779-20.8% |
| Participant deferral / active EE | $8,543 | $6,799+25.7% | $6,426+33.0% | $5,609+52.3% |
| Admin fee / account holder | $10,176 | $10,916-6.8% | $9,284+9.6% | $10,827-6.0% |