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 | $206,936 | $89,753+130.6% | $107,525+92.5% | $84,808+144.0% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 5.02% | 29.48%-24.5pp | 181.32%-176.3pp | 40.90%-35.9pp |
| Employer contribution / active EE | $1,462 | $3,113-53.0% | $3,754-61.0% | $2,631-44.4% |
| Participant deferral / active EE | $5,830 | $4,056+43.7% | $5,116+14.0% | $4,212+38.4% |
| Admin fee / account holder | $9,704 | $7,222+34.4% | $8,919+8.8% | $7,344+32.1% |