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 8-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 | $70,632 | $102,317-31.0% | $146,958-51.9% | $80,856-12.6% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 17.37% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,253 | $3,713+14.5% | $4,933-13.8% | $2,755+54.4% |
| Participant deferral / active EE | $9,521 | $6,644+43.3% | $8,070+18.0% | $4,296+121.6% |
| Admin fee / account holder | $1,857 | $7,941-76.6% | $12,998-85.7% | $6,918-73.2% |