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 | $208,898 | $89,753+132.7% | $107,525+94.3% | $84,808+146.3% |
| Participation rate | 92.2% | 68.1%+24.1pp | 75.1%+17.1pp | 68.3%+23.8pp |
| Annual return | 11.80% | 29.48%-17.7pp | 181.32%-169.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $8,825 | $3,113+183.4% | $3,754+135.1% | $2,631+235.4% |
| Participant deferral / active EE | $5,416 | $4,056+33.5% | $5,116+5.9% | $4,212+28.6% |
| Admin fee / account holder | $7,600 | $7,222+5.2% | $8,919-14.8% | $7,344+3.5% |