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 | $197,675 | $89,753+120.2% | $107,525+83.8% | $84,808+133.1% |
| Participation rate | 91.4% | 68.1%+23.4pp | 75.1%+16.4pp | 68.3%+23.1pp |
| Annual return | 12.19% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $4,336 | $3,113+39.3% | $3,754+15.5% | $2,631+64.8% |
| Participant deferral / active EE | $7,643 | $4,056+88.4% | $5,116+49.4% | $4,212+81.5% |
| Admin fee / account holder | $1,394 | $7,222-80.7% | $8,919-84.4% | $7,344-81.0% |