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 | $118,172 | $138,065-14.4% | $123,544-4.3% | $135,375-12.7% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -4.98% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,919 | $5,151-62.8% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $6,139 | $6,799-9.7% | $6,426-4.5% | $5,609+9.5% |
| Admin fee / account holder | $10,043 | $10,916-8.0% | $9,284+8.2% | $10,827-7.2% |