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 | $246,291 | $109,413+125.1% | $156,263+57.6% | $84,808+190.4% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.3pp | 68.3%+27.9pp |
| Annual return | 11.44% | 20.18%-8.7pp | 59.47%-48.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,926 | $2,907+35.1% | $4,333-9.4% | $2,631+49.2% |
| Participant deferral / active EE | $7,103 | $4,590+54.8% | $6,158+15.3% | $4,212+68.7% |
| Admin fee / account holder | $8,708 | $9,357-6.9% | $14,255-38.9% | $7,344+18.6% |