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 | $234,217 | $125,758+86.2% | $169,993+37.8% | $75,163+211.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.51% | 27.20%-14.7pp | 53.37%-40.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $8,423 | $4,615+82.5% | $6,785+24.1% | $2,670+215.5% |
| Participant deferral / active EE | $12,254 | $6,837+79.2% | $10,408+17.7% | $4,125+197.1% |
| Admin fee / account holder | $3,701 | $8,173-54.7% | $12,815-71.1% | $5,651-34.5% |