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 | $202,125 | $109,881+83.9% | $150,045+34.7% | $84,808+138.3% |
| Participation rate | 98.2% | 76.1%+22.1pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 13.76% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,140 | $3,561-11.8% | $4,693-33.1% | $2,631+19.3% |
| Participant deferral / active EE | $8,729 | $6,636+31.5% | $7,997+9.2% | $4,212+107.3% |
| Admin fee / account holder | $3,321 | $8,568-61.2% | $13,435-75.3% | $7,344-54.8% |