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 | $184,632 | $56,060+229.3% | $76,002+142.9% | $80,874+128.3% |
| Participation rate | 73.3% | 62.0%+11.3pp | 69.1%+4.3pp | 67.6%+5.7pp |
| Annual return | 9.32% | 20.54%-11.2pp | 360.07%-350.7pp | 35.62%-26.3pp |
| Employer contribution / active EE | $5,964 | $1,873+218.3% | $2,688+121.8% | $2,756+116.4% |
| Participant deferral / active EE | $6,347 | $3,051+108.0% | $4,257+49.1% | $4,297+47.7% |
| Admin fee / account holder | $7,377 | $5,237+40.9% | $6,414+15.0% | $6,935+6.4% |