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 | $226,754 | $148,978+52.2% | $200,582+13.0% | $84,808+167.4% |
| Participation rate | 89.3% | 84.2%+5.1pp | 86.9%+2.4pp | 68.3%+21.0pp |
| Annual return | 11.05% | 28.16%-17.1pp | 42.33%-31.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $5,838 | $4,815+21.2% | $6,419-9.0% | $2,631+121.9% |
| Participant deferral / active EE | $8,328 | $7,142+16.6% | $9,331-10.7% | $4,212+97.7% |
| Admin fee / account holder | $11,672 | $13,977-16.5% | $16,305-28.4% | $7,344+58.9% |