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 | $46,396 | $154,228-69.9% | $145,433-68.1% | $137,256-66.2% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 20.62% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,172 | $4,804-13.2% | $4,554-8.4% | $4,156+0.4% |
| Participant deferral / active EE | $3,537 | $8,216-57.0% | $7,897-55.2% | $6,407-44.8% |
| Admin fee / account holder | $974 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |