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 | $209,180 | $89,753+133.1% | $107,525+94.5% | $84,808+146.7% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 9.94% | 29.48%-19.5pp | 181.32%-171.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,170 | $3,113-62.4% | $3,754-68.8% | $2,631-55.5% |
| Participant deferral / active EE | $4,682 | $4,056+15.4% | $5,116-8.5% | $4,212+11.2% |
| Admin fee / account holder | $8,649 | $7,222+19.8% | $8,919-3.0% | $7,344+17.8% |