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 7-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 | $64,725 | $64,7070% | $112,228-42.3% | $68,494-5.5% |
| Participation rate | 74.5% | 67.2%+7.4pp | 75.1%-0.6pp | 67.9%+6.6pp |
| Annual return | 1.33% | -11.40%+12.7pp | 27.45%-26.1pp | -7.84%+9.2pp |
| Employer contribution / active EE | $4,164 | $2,746+51.6% | $3,635+14.6% | $2,596+60.4% |
| Participant deferral / active EE | $8,465 | $3,565+137.5% | $4,728+79.0% | $4,027+110.2% |
| Admin fee / account holder | $1,835 | $5,232-64.9% | $6,410-71.4% | $5,403-66.0% |