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 | $212,245 | $95,803+121.5% | $113,168+87.5% | $84,808+150.3% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 12.07% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,572 | $2,360-33.4% | $2,975-47.2% | $2,631-40.2% |
| Participant deferral / active EE | $2,952 | $4,242-30.4% | $5,107-42.2% | $4,212-29.9% |
| Admin fee / account holder | $16,380 | $8,989+82.2% | $12,068+35.7% | $7,344+123.0% |