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 | $214,552 | $109,413+96.1% | $156,263+37.3% | $84,808+153.0% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 9.93% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,609 | $2,907-10.3% | $4,333-39.8% | $2,631-0.8% |
| Participant deferral / active EE | $7,746 | $4,590+68.8% | $6,158+25.8% | $4,212+83.9% |
| Admin fee / account holder | $34,428 | $9,357+267.9% | $14,255+141.5% | $7,344+368.8% |