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 | $213,542 | $77,503+175.5% | $100,391+112.7% | $80,856+164.1% |
| Participation rate | 95.2% | 76.9%+18.3pp | 81.5%+13.8pp | 67.6%+27.6pp |
| Annual return | 9.68% | 37.20%-27.5pp | 49.20%-39.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $6,814 | $2,801+143.3% | $3,942+72.9% | $2,755+147.3% |
| Participant deferral / active EE | $4,698 | $6,820-31.1% | $8,082-41.9% | $4,296+9.4% |
| Admin fee / account holder | $11,621 | $5,897+97.1% | $7,899+47.1% | $6,918+68.0% |