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 | $222,820 | $81,460+173.5% | $103,333+115.6% | $80,856+175.6% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 8.30% | 25.55%-17.2pp | 24.88%-16.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $4,168 | $3,105+34.2% | $3,868+7.8% | $2,755+51.3% |
| Participant deferral / active EE | $7,497 | $3,869+93.8% | $5,057+48.2% | $4,296+74.5% |
| Admin fee / account holder | $16,170 | $6,566+146.3% | $8,355+93.5% | $6,918+133.7% |