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 | $196,743 | $77,899+152.6% | $149,673+31.4% | $75,163+161.8% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 11.99% | 31.72%-19.7pp | 134.42%-122.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $6,360 | $3,137+102.7% | $4,818+32.0% | $2,670+138.2% |
| Participant deferral / active EE | $7,090 | $3,411+107.8% | $5,680+24.8% | $4,125+71.9% |
| Admin fee / account holder | $1,451 | $5,956-75.6% | $13,210-89.0% | $5,651-74.3% |