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 | $234,570 | $112,729+108.1% | $98,716+137.6% | $137,256+70.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.89% | 38.48%-29.6pp | 31.81%-22.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,439 | $2,725-47.2% | $2,279-36.8% | $4,156-65.4% |
| Participant deferral / active EE | $2,784 | $4,640-40.0% | $4,048-31.2% | $6,407-56.6% |
| Admin fee / account holder | $9,832 | $10,129-2.9% | $8,703+13.0% | $12,270-19.9% |