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 | $215,542 | $98,750+118.3% | $149,696+44.0% | $79,858+169.9% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.6pp |
| Annual return | 6.86% | 27.43%-20.6pp | 276.60%-269.7pp | 31.71%-24.8pp |
| Employer contribution / active EE | $3,705 | $3,216+15.2% | $4,644-20.2% | $2,471+49.9% |
| Participant deferral / active EE | $10,476 | $5,680+84.4% | $6,842+53.1% | $3,740+180.1% |
| Admin fee / account holder | $6,010 | $6,053-0.7% | $9,309-35.4% | $5,306+13.3% |