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 | $74,927+108.3% | $101,794+53.3% | $84,808+84.1% |
| Participation rate | 90.4% | 61.4%+29.0pp | 69.2%+21.2pp | 68.3%+22.1pp |
| Annual return | 12.20% | 18.70%-6.5pp | 30.53%-18.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,206 | $1,522+110.7% | $2,289+40.1% | $2,631+21.9% |
| Participant deferral / active EE | $6,019 | $3,099+94.2% | $4,084+47.4% | $4,212+42.9% |
| Admin fee / account holder | $9,827 | $6,514+50.9% | $8,777+12.0% | $7,344+33.8% |