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 | $223,805 | $148,978+50.2% | $200,582+11.6% | $84,808+163.9% |
| Participation rate | 91.2% | 84.2%+6.9pp | 86.9%+4.3pp | 68.3%+22.9pp |
| Annual return | 10.72% | 28.16%-17.4pp | 42.33%-31.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $7,218 | $4,815+49.9% | $6,419+12.5% | $2,631+174.4% |
| Participant deferral / active EE | $7,744 | $7,142+8.4% | $9,331-17.0% | $4,212+83.9% |
| Admin fee / account holder | $3,225 | $13,977-76.9% | $16,305-80.2% | $7,344-56.1% |