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 4-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 | $63,591 | $154,228-58.8% | $145,433-56.3% | $137,256-53.7% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 21.11% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,035 | $4,804-36.8% | $4,554-33.4% | $4,156-27.0% |
| Participant deferral / active EE | $10,545 | $8,216+28.3% | $7,897+33.5% | $6,407+64.6% |
| Admin fee / account holder | $7,855 | $14,344-45.2% | $13,129-40.2% | $12,270-36.0% |