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 | $198,666 | $80,717+146.1% | $154,803+28.3% | $84,808+134.3% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 9.64% | 37.96%-28.3pp | 58.88%-49.2pp | 40.90%-31.3pp |
| Employer contribution / active EE | $3,799 | $2,761+37.6% | $4,305-11.8% | $2,631+44.4% |
| Participant deferral / active EE | $7,756 | $3,303+134.8% | $5,540+40.0% | $4,212+84.2% |
| Admin fee / account holder | $7,230 | $6,746+7.2% | $14,329-49.5% | $7,344-1.6% |