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 | $156,100 | $73,787+111.6% | $98,716+58.1% | $82,448+89.3% |
| Participation rate | 90.4% | 61.4%+29.0pp | 69.3%+21.1pp | 68.1%+22.3pp |
| Annual return | 12.20% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,206 | $1,511+112.1% | $2,279+40.7% | $2,551+25.7% |
| Participant deferral / active EE | $6,019 | $3,081+95.3% | $4,048+48.7% | $4,139+45.4% |
| Admin fee / account holder | $9,827 | $6,500+51.2% | $8,703+12.9% | $7,234+35.8% |