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 | $206,110 | $81,248+153.7% | $155,509+32.5% | $80,856+154.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.13% | 33.31%-23.2pp | 64.67%-54.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $7,372 | $3,100+137.8% | $4,672+57.8% | $2,755+167.6% |
| Participant deferral / active EE | $6,837 | $3,452+98.1% | $5,626+21.5% | $4,296+59.1% |
| Admin fee / account holder | $12,201 | $7,997+52.6% | $15,912-23.3% | $6,918+76.4% |