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 | $201,232 | $72,277+178.4% | $101,248+98.8% | $79,858+152.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 6.89% | 22.30%-15.4pp | 46.47%-39.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $5,606 | $2,692+108.3% | $3,660+53.2% | $2,471+126.9% |
| Participant deferral / active EE | $7,442 | $3,282+126.8% | $4,370+70.3% | $3,740+99.0% |
| Admin fee / account holder | $1,254 | $4,400-71.5% | $5,945-78.9% | $5,306-76.4% |