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 | $214,688 | $109,413+96.2% | $156,263+37.4% | $84,808+153.1% |
| Participation rate | 94.6% | 72.7%+22.0pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 12.06% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,551 | $2,907+56.6% | $4,333+5.0% | $2,631+73.0% |
| Participant deferral / active EE | $5,300 | $4,590+15.5% | $6,158-13.9% | $4,212+25.8% |
| Admin fee / account holder | $10,572 | $9,357+13.0% | $14,255-25.8% | $7,344+44.0% |