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 | $199,984 | $73,933+170.5% | $96,683+106.8% | $75,163+166.1% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 10.37% | 26.70%-16.3pp | 35.69%-25.3pp | 160.62%-150.2pp |
| Employer contribution / active EE | $4,520 | $2,928+54.4% | $3,737+21.0% | $2,670+69.3% |
| Participant deferral / active EE | $6,520 | $3,659+78.2% | $4,878+33.7% | $4,125+58.1% |
| Admin fee / account holder | $1,738 | $5,216-66.7% | $6,730-74.2% | $5,651-69.3% |