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 | $202,994 | $91,552+121.7% | $133,956+51.5% | $79,858+154.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.75% | 61.85%-52.1pp | 45.09%-35.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $4,556 | $2,384+91.2% | $3,919+16.3% | $2,471+84.4% |
| Participant deferral / active EE | $4,593 | $3,733+23.0% | $5,048-9.0% | $3,740+22.8% |
| Admin fee / account holder | $5,298 | $6,321-16.2% | $8,927-40.7% | $5,306-0.2% |