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 | $171,188 | $71,050+140.9% | $93,606+82.9% | $80,856+111.7% |
| Participation rate | 97.2% | 60.4%+36.8pp | 68.7%+28.5pp | 67.6%+29.6pp |
| Annual return | 7.92% | 11.26%-3.3pp | 133.20%-125.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $2,783 | $1,564+78.0% | $2,420+15.0% | $2,755+1.0% |
| Participant deferral / active EE | $7,673 | $4,034+90.2% | $4,411+73.9% | $4,296+78.6% |
| Admin fee / account holder | $8,933 | $6,945+28.6% | $8,285+7.8% | $6,918+29.1% |