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 | $205,876 | $80,673+155.2% | $101,326+103.2% | $84,808+142.8% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 12.96% | 38.95%-26.0pp | 36.82%-23.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,537 | $2,698-43.0% | $3,665-58.1% | $2,631-41.6% |
| Participant deferral / active EE | $3,597 | $6,840-47.4% | $7,994-55.0% | $4,212-14.6% |
| Admin fee / account holder | $14,201 | $12,784+11.1% | $11,185+27.0% | $7,344+93.4% |