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 | $247,239 | $77,899+217.4% | $149,673+65.2% | $75,163+228.9% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.3pp | 67.2%+10.2pp |
| Annual return | 12.07% | 31.72%-19.7pp | 134.42%-122.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,748 | $3,137-12.4% | $4,818-43.0% | $2,670+2.9% |
| Participant deferral / active EE | $5,669 | $3,411+66.2% | $5,680-0.2% | $4,125+37.4% |
| Admin fee / account holder | $3,686 | $5,956-38.1% | $13,210-72.1% | $5,651-34.8% |