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 | $108,825+126.3% | $156,181+57.7% | $82,448+198.7% |
| Participation rate | 96.2% | 72.4%+23.9pp | 78.8%+17.4pp | 68.1%+28.2pp |
| Annual return | 11.44% | 20.59%-9.2pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $3,926 | $2,870+36.8% | $4,294-8.6% | $2,551+53.9% |
| Participant deferral / active EE | $7,103 | $4,577+55.2% | $6,132+15.8% | $4,139+71.6% |
| Admin fee / account holder | $8,708 | $9,341-6.8% | $14,586-40.3% | $7,234+20.4% |