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 | $233,737 | $109,413+113.6% | $156,263+49.6% | $84,808+175.6% |
| Participation rate | 85.2% | 72.7%+12.5pp | 78.9%+6.3pp | 68.3%+16.9pp |
| Annual return | 9.85% | 20.18%-10.3pp | 59.47%-49.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,757 | $2,907-5.2% | $4,333-36.4% | $2,631+4.8% |
| Participant deferral / active EE | $9,040 | $4,590+97.0% | $6,158+46.8% | $4,212+114.6% |
| Admin fee / account holder | $7,585 | $9,357-18.9% | $14,255-46.8% | $7,344+3.3% |