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 | $203,428 | $68,719+196.0% | $91,541+122.2% | $84,808+139.9% |
| Participation rate | 72.0% | 64.5%+7.5pp | 69.8%+2.2pp | 68.3%+3.7pp |
| Annual return | 9.30% | 19.12%-9.8pp | 20.50%-11.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $3,347 | $1,920+74.3% | $2,505+33.6% | $2,631+27.2% |
| Participant deferral / active EE | $7,139 | $3,136+127.7% | $4,008+78.1% | $4,212+69.5% |
| Admin fee / account holder | $21,090 | $5,786+264.5% | $6,956+203.2% | $7,344+187.2% |