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 | $197,218 | $77,503+154.5% | $100,391+96.5% | $80,856+143.9% |
| Participation rate | 88.2% | 76.9%+11.3pp | 81.5%+6.8pp | 67.6%+20.6pp |
| Annual return | 9.50% | 37.20%-27.7pp | 49.20%-39.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,897 | $2,801+3.4% | $3,942-26.5% | $2,755+5.2% |
| Participant deferral / active EE | $7,989 | $6,820+17.1% | $8,082-1.1% | $4,296+86.0% |
| Admin fee / account holder | $9,415 | $5,897+59.6% | $7,899+19.2% | $6,918+36.1% |