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 | $210,280 | $60,776+246.0% | $85,682+145.4% | $79,386+164.9% |
| Participation rate | 97.0% | 62.1%+34.9pp | 69.9%+27.2pp | 70.7%+26.3pp |
| Annual return | 25.10% | 16.57%+8.5pp | 21.49%+3.6pp | 116.85%-91.8pp |
| Employer contribution / active EE | $1,301 | $1,663-21.8% | $2,618-50.3% | $2,427-46.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $17,567 | $438+3906.6% | $6,873+155.6% | $626+2704.2% |