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 | $200,821 | $109,413+83.5% | $156,263+28.5% | $84,808+136.8% |
| Participation rate | 97.9% | 72.7%+25.2pp | 78.9%+19.0pp | 68.3%+29.6pp |
| Annual return | 12.43% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.5pp |
| Employer contribution / active EE | $4,321 | $2,907+48.6% | $4,333-0.3% | $2,631+64.2% |
| Participant deferral / active EE | $5,938 | $4,590+29.4% | $6,158-3.6% | $4,212+41.0% |
| Admin fee / account holder | $5,880 | $9,357-37.2% | $14,255-58.8% | $7,344-19.9% |