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 | $214,066 | $80,673+165.4% | $101,326+111.3% | $84,808+152.4% |
| Participation rate | 88.0% | 77.8%+10.2pp | 81.5%+6.5pp | 68.3%+19.7pp |
| Annual return | 13.45% | 38.95%-25.5pp | 36.82%-23.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,260 | $2,698-16.2% | $3,665-38.4% | $2,631-14.1% |
| Participant deferral / active EE | $9,652 | $6,840+41.1% | $7,994+20.7% | $4,212+129.2% |
| Admin fee / account holder | $22,371 | $12,784+75.0% | $11,185+100.0% | $7,344+204.6% |