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 | $219,899 | $101,724+116.2% | $164,813+33.4% | $80,856+172.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 7.48% | 16.72%-9.2pp | 69.93%-62.5pp | 35.59%-28.1pp |
| Employer contribution / active EE | $6,925 | $2,953+134.5% | $4,341+59.5% | $2,755+151.4% |
| Participant deferral / active EE | $14,334 | $4,477+220.1% | $6,031+137.6% | $4,296+233.7% |
| Admin fee / account holder | $5,653 | $8,227-31.3% | $12,690-55.5% | $6,918-18.3% |