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 | $245,459 | $94,338+160.2% | $100,534+144.2% | $142,382+72.4% |
| Participation rate | 71.4% | 81.7%-10.3pp | 80.6%-9.2pp | 80.1%-8.7pp |
| Annual return | 11.07% | 29.20%-18.1pp | 32.66%-21.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,031 | $4,237-28.5% | $4,346-30.3% | $4,299-29.5% |
| Participant deferral / active EE | $8,049 | $5,934+35.6% | $6,144+31.0% | $6,507+23.7% |
| Admin fee / account holder | $7,435 | $8,421-11.7% | $7,654-2.9% | $12,624-41.1% |