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 | $201,927 | $89,355+126.0% | $141,162+43.0% | $72,985+176.7% |
| Participation rate | 89.1% | 75.1%+13.9pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 14.87% | 111.85%-97.0pp | 71.39%-56.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $3,300 | $3,114+6.0% | $4,735-30.3% | $2,440+35.3% |
| Participant deferral / active EE | $9,838 | $5,418+81.6% | $6,709+46.6% | $3,607+172.7% |
| Admin fee / account holder | $9,769 | $5,958+64.0% | $10,261-4.8% | $5,124+90.6% |