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 | $222,994 | $146,267+52.5% | $197,124+13.1% | $82,448+170.5% |
| Participation rate | 93.5% | 84.0%+9.5pp | 86.7%+6.8pp | 68.1%+25.4pp |
| Annual return | 9.77% | 29.61%-19.8pp | 44.34%-34.6pp | 41.64%-31.9pp |
| Employer contribution / active EE | $4,891 | $4,723+3.6% | $6,227-21.5% | $2,551+91.7% |
| Participant deferral / active EE | $8,960 | $7,035+27.4% | $9,135-1.9% | $4,139+116.5% |
| Admin fee / account holder | $4,759 | $14,422-67.0% | $16,298-70.8% | $7,234-34.2% |