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 | $248,996 | $93,571+166.1% | $135,903+83.2% | $75,163+231.3% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 14.46% | 30.90%-16.4pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,911 | $3,537+10.6% | $4,856-19.5% | $2,670+46.5% |
| Participant deferral / active EE | $8,578 | $6,404+33.9% | $7,758+10.6% | $4,125+108.0% |
| Admin fee / account holder | $33,311 | $6,975+377.5% | $10,762+209.5% | $5,651+489.5% |