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 | $204,957 | $72,277+183.6% | $101,248+102.4% | $79,858+156.7% |
| Participation rate | 78.4% | 68.5%+9.9pp | 75.8%+2.6pp | 69.6%+8.7pp |
| Annual return | 2.37% | 22.30%-19.9pp | 46.47%-44.1pp | 31.71%-29.3pp |
| Employer contribution / active EE | $7,371 | $2,692+173.8% | $3,660+101.4% | $2,471+198.3% |
| Participant deferral / active EE | $5,945 | $3,282+81.2% | $4,370+36.0% | $3,740+59.0% |
| Admin fee / account holder | $3,163 | $4,400-28.1% | $5,945-46.8% | $5,306-40.4% |