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 | $189,127 | $81,460+132.2% | $103,333+83.0% | $80,856+133.9% |
| Participation rate | 89.6% | 66.8%+22.7pp | 74.5%+15.0pp | 67.6%+21.9pp |
| Annual return | 8.83% | 25.55%-16.7pp | 24.88%-16.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $4,819 | $3,105+55.2% | $3,868+24.6% | $2,755+74.9% |
| Participant deferral / active EE | $7,804 | $3,869+101.7% | $5,057+54.3% | $4,296+81.7% |
| Admin fee / account holder | $14,407 | $6,566+119.4% | $8,355+72.4% | $6,918+108.3% |