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 | $226,211 | $72,492+212.1% | $87,100+159.7% | $72,985+209.9% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 15.66% | 24.46%-8.8pp | 28.19%-12.5pp | 81.00%-65.3pp |
| Employer contribution / active EE | $1,558 | $1,894-17.7% | $2,521-38.2% | $2,440-36.1% |
| Participant deferral / active EE | $4,302 | $3,270+31.6% | $4,049+6.2% | $3,607+19.2% |
| Admin fee / account holder | $41,657 | $5,055+724.1% | $7,497+455.7% | $5,124+712.9% |