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 | $216,101 | $109,881+96.7% | $150,045+44.0% | $84,808+154.8% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 12.74% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,818 | $3,561-48.9% | $4,693-61.3% | $2,631-30.9% |
| Participant deferral / active EE | $13,721 | $6,636+106.8% | $7,997+71.6% | $4,212+225.8% |
| Admin fee / account holder | $3,265 | $8,568-61.9% | $13,435-75.7% | $7,344-55.5% |