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 | $187,744 | $72,012+160.7% | $185,823+1.0% | $79,858+135.1% |
| Participation rate | 88.9% | 65.8%+23.1pp | 78.0%+10.9pp | 69.6%+19.3pp |
| Annual return | 9.73% | 23.12%-13.4pp | 35.95%-26.2pp | 31.71%-22.0pp |
| Employer contribution / active EE | $4,087 | $1,965+108.1% | $4,0870% | $2,471+65.4% |
| Participant deferral / active EE | $9,475 | $3,779+150.8% | $5,632+68.2% | $3,740+153.3% |
| Admin fee / account holder | $389 | $4,513-91.4% | $9,500-95.9% | $5,306-92.7% |