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 | $67,970 | $83,902-19.0% | $167,512-59.4% | $84,808-19.9% |
| Participation rate | 95.2% | 66.5%+28.8pp | 77.1%+18.2pp | 68.3%+26.9pp |
| Annual return | 21.78% | 91.55%-69.8pp | 1615.79%-1594.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,367 | $2,264-39.6% | $3,882-64.8% | $2,631-48.1% |
| Participant deferral / active EE | $11,735 | $4,442+164.2% | $6,405+83.2% | $4,212+178.6% |
| Admin fee / account holder | $7,298 | $7,915-7.8% | $9,769-25.3% | $7,344-0.6% |