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 | $191,235 | $109,881+74.0% | $150,045+27.5% | $84,808+125.5% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 13.29% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $7,602 | $3,561+113.5% | $4,693+62.0% | $2,631+189.0% |
| Participant deferral / active EE | $6,861 | $6,636+3.4% | $7,997-14.2% | $4,212+62.9% |
| Admin fee / account holder | $8,720 | $8,568+1.8% | $13,435-35.1% | $7,344+18.7% |