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 | $196,761 | $69,515+183.0% | $86,874+126.5% | $85,850+129.2% |
| Participation rate | 89.3% | 66.3%+23.0pp | 71.6%+17.6pp | 69.3%+20.0pp |
| Annual return | 10.55% | 20.12%-9.6pp | 63.52%-53.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $4,670 | $1,880+148.3% | $2,495+87.1% | $2,565+82.0% |
| Participant deferral / active EE | $6,192 | $2,919+112.1% | $3,699+67.4% | $3,952+56.7% |
| Admin fee / account holder | $4,137 | $5,972-30.7% | $5,828-29.0% | $6,260-33.9% |