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 | $219,795 | $109,881+100.0% | $150,045+46.5% | $84,808+159.2% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 8.55% | 28.25%-19.7pp | 62.55%-54.0pp | 40.90%-32.3pp |
| Employer contribution / active EE | $1,722 | $3,561-51.6% | $4,693-63.3% | $2,631-34.5% |
| Participant deferral / active EE | $8,341 | $6,636+25.7% | $7,997+4.3% | $4,212+98.0% |
| Admin fee / account holder | $6,775 | $8,568-20.9% | $13,435-49.6% | $7,344-7.7% |