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 | $203,048 | $109,881+84.8% | $150,045+35.3% | $84,808+139.4% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 14.11% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,590 | $3,561+0.8% | $4,693-23.5% | $2,631+36.4% |
| Participant deferral / active EE | $9,510 | $6,636+43.3% | $7,997+18.9% | $4,212+125.8% |
| Admin fee / account holder | $20,692 | $8,568+141.5% | $13,435+54.0% | $7,344+181.8% |