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 | $213,479 | $72,012+196.4% | $185,823+14.9% | $79,858+167.3% |
| Participation rate | 96.4% | 65.8%+30.7pp | 78.0%+18.4pp | 69.6%+26.8pp |
| Annual return | 10.68% | 23.12%-12.4pp | 35.95%-25.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $4,184 | $1,965+113.0% | $4,087+2.4% | $2,471+69.3% |
| Participant deferral / active EE | $9,239 | $3,779+144.5% | $5,632+64.0% | $3,740+147.0% |
| Admin fee / account holder | $1,633 | $4,513-63.8% | $9,500-82.8% | $5,306-69.2% |