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 | $215,197 | $89,753+139.8% | $107,525+100.1% | $84,808+153.7% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 6.78% | 29.48%-22.7pp | 181.32%-174.5pp | 40.90%-34.1pp |
| Employer contribution / active EE | $8,684 | $3,113+178.9% | $3,754+131.3% | $2,631+230.1% |
| Participant deferral / active EE | $4,910 | $4,056+21.0% | $5,116-4.0% | $4,212+16.6% |
| Admin fee / account holder | $2,209 | $7,222-69.4% | $8,919-75.2% | $7,344-69.9% |