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 | $216,211 | $83,477+159.0% | $125,175+72.7% | $72,985+196.2% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 3.39% | 25.78%-22.4pp | 43.79%-40.4pp | 81.00%-77.6pp |
| Employer contribution / active EE | $3,152 | $2,345+34.4% | $3,865-18.5% | $2,440+29.2% |
| Participant deferral / active EE | $8,187 | $3,585+128.3% | $4,937+65.8% | $3,607+126.9% |
| Admin fee / account holder | $2,982 | $5,517-46.0% | $9,702-69.3% | $5,124-41.8% |