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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,560 | $51,175+313.4% | $70,515+200.0% | $75,163+181.5% |
| Participation rate | 97.5% | 60.9%+36.6pp | 68.3%+29.2pp | 67.2%+30.3pp |
| Annual return | 11.66% | 30.02%-18.4pp | 32.77%-21.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $3,251 | $1,826+78.0% | $2,973+9.3% | $2,670+21.8% |
| Participant deferral / active EE | $5,590 | $2,849+96.2% | $4,567+22.4% | $4,125+35.5% |
| Admin fee / account holder | $7,782 | $4,091+90.2% | $6,412+21.4% | $5,651+37.7% |