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 9-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 | $196,230 | $67,606+190.3% | $82,313+138.4% | $70,131+179.8% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 10.77% | 21.57%-10.8pp | 25.88%-15.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,465 | $1,755+40.5% | $2,428+1.5% | $2,342+5.2% |
| Participant deferral / active EE | $3,760 | $2,987+25.9% | $3,706+1.5% | $3,332+12.9% |
| Admin fee / account holder | $10,190 | $4,512+125.8% | $5,608+81.7% | $4,645+119.4% |