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 | $249,007 | $63,764+290.5% | $81,930+203.9% | $79,858+211.8% |
| Participation rate | 75.0% | 67.5%+7.5pp | 72.0%+3.0pp | 69.6%+5.4pp |
| Annual return | 9.05% | 22.66%-13.6pp | 29.49%-20.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $2,802 | $1,795+56.1% | $4,310-35.0% | $2,471+13.4% |
| Participant deferral / active EE | $4,656 | $2,780+67.5% | $7,107-34.5% | $3,740+24.5% |
| Admin fee / account holder | $9,188 | $4,426+107.6% | $5,158+78.1% | $5,306+73.1% |