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 | $236,110 | $114,381+106.4% | $107,525+119.6% | $142,382+65.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 10.78% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $12,391 | $4,015+208.6% | $3,754+230.1% | $4,299+188.2% |
| Participant deferral / active EE | $7,461 | $5,564+34.1% | $5,116+45.8% | $6,507+14.7% |
| Admin fee / account holder | $5,843 | $9,860-40.7% | $8,919-34.5% | $12,624-53.7% |