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 | $229,740 | $98,750+132.6% | $149,696+53.5% | $79,858+187.7% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.3pp |
| Annual return | 9.00% | 27.43%-18.4pp | 276.60%-267.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $3,499 | $3,216+8.8% | $4,644-24.7% | $2,471+41.6% |
| Participant deferral / active EE | $7,831 | $5,680+37.9% | $6,842+14.5% | $3,740+109.4% |
| Admin fee / account holder | $1,247 | $6,053-79.4% | $9,309-86.6% | $5,306-76.5% |