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 | $215,480 | $88,042+144.7% | $138,135+56.0% | $79,858+169.8% |
| Participation rate | 93.0% | 71.4%+21.6pp | 78.7%+14.3pp | 69.6%+23.4pp |
| Annual return | 9.72% | 20.58%-10.9pp | 20.51%-10.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $4,776 | $3,103+53.9% | $5,587-14.5% | $2,471+93.3% |
| Participant deferral / active EE | $14,889 | $4,704+216.5% | $6,431+131.5% | $3,740+298.1% |
| Admin fee / account holder | $35,122 | $7,791+350.8% | $11,856+196.2% | $5,306+561.9% |