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 | $186,583 | $78,672+137.2% | $109,143+71.0% | $85,850+117.3% |
| Participation rate | 81.0% | 68.3%+12.7pp | 75.9%+5.1pp | 69.3%+11.6pp |
| Annual return | 9.49% | 25.09%-15.6pp | 25.75%-16.3pp | 318.53%-309.0pp |
| Employer contribution / active EE | $5,730 | $2,735+109.5% | $3,722+54.0% | $2,565+123.4% |
| Participant deferral / active EE | $9,646 | $3,467+178.2% | $4,653+107.3% | $3,952+144.1% |
| Admin fee / account holder | $35,831 | $5,469+555.1% | $6,752+430.7% | $6,260+472.4% |