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 | $249,903 | $72,277+245.8% | $101,248+146.8% | $79,858+212.9% |
| Participation rate | 76.6% | 68.5%+8.1pp | 75.8%+0.8pp | 69.6%+7.0pp |
| Annual return | 6.92% | 22.30%-15.4pp | 46.47%-39.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $5,192 | $2,692+92.9% | $3,660+41.9% | $2,471+110.1% |
| Participant deferral / active EE | $11,044 | $3,282+236.5% | $4,370+152.7% | $3,740+195.3% |
| Admin fee / account holder | $3,017 | $4,400-31.4% | $5,945-49.3% | $5,306-43.2% |