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 | $223,389 | $106,515+109.7% | $96,683+131.1% | $139,434+60.2% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 8.62% | 38.43%-29.8pp | 35.69%-27.1pp | 372.94%-364.3pp |
| Employer contribution / active EE | $7,284 | $4,103+77.5% | $3,737+94.9% | $4,751+53.3% |
| Participant deferral / active EE | $4,532 | $5,454-16.9% | $4,878-7.1% | $6,710-32.5% |
| Admin fee / account holder | $32,387 | $7,877+311.2% | $6,730+381.3% | $11,403+184.0% |