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 | $52,003 | $180,449-71.2% | $154,107-66.3% | $135,375-61.6% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | 9.89% | 888.09%-878.2pp | 735.12%-725.2pp | 519.73%-509.8pp |
| Employer contribution / active EE | $2,029 | $6,035-66.4% | $5,298-61.7% | $4,779-57.5% |
| Participant deferral / active EE | $2,903 | $5,806-50.0% | $5,081-42.9% | $5,609-48.3% |
| Admin fee / account holder | $13,637 | $16,143-15.5% | $13,411+1.7% | $10,827+26.0% |