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 | $242,419 | $98,750+145.5% | $149,696+61.9% | $79,858+203.6% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.5%+9.3pp | 69.6%+22.1pp |
| Annual return | 10.88% | 27.43%-16.5pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $5,764 | $3,216+79.2% | $4,644+24.1% | $2,471+133.3% |
| Participant deferral / active EE | $8,280 | $5,680+45.8% | $6,842+21.0% | $3,740+121.4% |
| Admin fee / account holder | $5,857 | $6,053-3.2% | $9,309-37.1% | $5,306+10.4% |