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 | $185,219 | $98,750+87.6% | $149,696+23.7% | $79,858+131.9% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 12.20% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $853 | $3,216-73.5% | $4,644-81.6% | $2,471-65.5% |
| Participant deferral / active EE | $7,925 | $5,680+39.5% | $6,842+15.8% | $3,740+111.9% |
| Admin fee / account holder | $8,488 | $6,053+40.2% | $9,309-8.8% | $5,306+60.0% |