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 | $208,410 | $73,933+181.9% | $96,683+115.6% | $75,163+177.3% |
| Participation rate | 84.7% | 66.4%+18.3pp | 74.3%+10.4pp | 67.2%+17.6pp |
| Annual return | 5.74% | 26.70%-21.0pp | 35.69%-30.0pp | 160.62%-154.9pp |
| Employer contribution / active EE | $6,284 | $2,928+114.7% | $3,737+68.2% | $2,670+135.4% |
| Participant deferral / active EE | $7,788 | $3,659+112.9% | $4,878+59.7% | $4,125+88.8% |
| Admin fee / account holder | $11,807 | $5,216+126.4% | $6,730+75.5% | $5,651+108.9% |