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 | $206,024 | $87,013+136.8% | $106,213+94.0% | $80,856+154.8% |
| Participation rate | 98.0% | 70.4%+27.6pp | 75.3%+22.7pp | 67.6%+30.4pp |
| Annual return | 8.03% | 17.05%-9.0pp | 116.14%-108.1pp | 35.59%-27.6pp |
| Employer contribution / active EE | $3,711 | $2,395+54.9% | $3,171+17.0% | $2,755+34.7% |
| Participant deferral / active EE | $5,107 | $3,986+28.1% | $5,016+1.8% | $4,296+18.9% |
| Admin fee / account holder | $8,166 | $8,431-3.1% | $11,033-26.0% | $6,918+18.0% |