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 | $220,224 | $93,571+135.4% | $135,903+62.0% | $75,163+193.0% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 15.16% | 30.90%-15.7pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $6,035 | $3,537+70.6% | $4,856+24.3% | $2,670+126.0% |
| Participant deferral / active EE | $10,589 | $6,404+65.4% | $7,758+36.5% | $4,125+156.7% |
| Admin fee / account holder | $14,595 | $6,975+109.2% | $10,762+35.6% | $5,651+158.3% |