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 | $238,205 | $106,749+123.1% | $145,433+63.8% | $82,448+188.9% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 14.18% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,004 | $3,444-12.8% | $4,554-34.1% | $2,551+17.7% |
| Participant deferral / active EE | $9,813 | $6,519+50.5% | $7,897+24.3% | $4,139+137.1% |
| Admin fee / account holder | $37,930 | $8,390+352.1% | $13,129+188.9% | $7,234+424.3% |