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 | $234,444 | $91,552+156.1% | $133,956+75.0% | $79,858+193.6% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.6%+24.3pp |
| Annual return | 8.95% | 61.85%-52.9pp | 45.09%-36.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,471 | $2,384+3.7% | $3,919-36.9% | $2,4710% |
| Participant deferral / active EE | $7,055 | $3,733+89.0% | $5,048+39.8% | $3,740+88.6% |
| Admin fee / account holder | $8,028 | $6,321+27.0% | $8,927-10.1% | $5,306+51.3% |