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 | $204,562 | $88,634+130.8% | $101,326+101.9% | $74,304+175.3% |
| Participation rate | 92.7% | 76.9%+15.9pp | 81.5%+11.2pp | 60.3%+32.4pp |
| Annual return | 15.28% | 33.10%-17.8pp | 36.82%-21.5pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,084 | $2,930+5.2% | $3,665-15.9% | $2,241+37.6% |
| Participant deferral / active EE | $9,109 | $7,322+24.4% | $7,994+14.0% | $3,767+141.8% |
| Admin fee / account holder | $13,511 | $2,425+457.1% | $11,185+20.8% | $2,969+355.1% |