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 | $208,397 | $109,881+89.7% | $150,045+38.9% | $84,808+145.7% |
| Participation rate | 72.7% | 76.1%-3.4pp | 82.3%-9.6pp | 68.3%+4.4pp |
| Annual return | 13.79% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $913 | $3,561-74.4% | $4,693-80.6% | $2,631-65.3% |
| Participant deferral / active EE | $7,530 | $6,636+13.5% | $7,997-5.8% | $4,212+78.8% |
| Admin fee / account holder | $53,545 | $8,568+524.9% | $13,435+298.6% | $7,344+629.1% |