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 | $229,876 | $76,407+200.9% | $150,298+52.9% | $82,448+178.8% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 12.47% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $8,850 | $2,614+238.6% | $4,154+113.0% | $2,551+246.9% |
| Participant deferral / active EE | $8,187 | $3,214+154.7% | $5,453+50.1% | $4,139+97.8% |
| Admin fee / account holder | $6,231 | $6,352-1.9% | $14,116-55.9% | $7,234-13.9% |