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 7-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 | $202,369 | $89,753+125.5% | $107,525+88.2% | $84,808+138.6% |
| Participation rate | 98.1% | 68.1%+30.1pp | 75.1%+23.1pp | 68.3%+29.8pp |
| Annual return | 12.59% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $6,000 | $3,113+92.7% | $3,754+59.8% | $2,631+128.1% |
| Participant deferral / active EE | $9,732 | $4,056+139.9% | $5,116+90.2% | $4,212+131.1% |
| Admin fee / account holder | $11,207 | $7,222+55.2% | $8,919+25.7% | $7,344+52.6% |