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 | $217,780 | $109,881+98.2% | $150,045+45.1% | $84,808+156.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 13.74% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,965 | $3,561+11.3% | $4,693-15.5% | $2,631+50.7% |
| Participant deferral / active EE | $10,871 | $6,636+63.8% | $7,997+35.9% | $4,212+158.1% |
| Admin fee / account holder | $28,923 | $8,568+237.6% | $13,435+115.3% | $7,344+293.8% |