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 | $224,491 | $95,453+135.2% | $112,040+100.4% | $82,448+172.3% |
| Participation rate | 96.7% | 72.8%+24.0pp | 76.5%+20.2pp | 68.1%+28.7pp |
| Annual return | 12.26% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $8,635 | $2,318+272.6% | $2,954+192.3% | $2,551+238.5% |
| Participant deferral / active EE | $3,834 | $4,224-9.2% | $5,098-24.8% | $4,139-7.4% |
| Admin fee / account holder | $4,995 | $9,013-44.6% | $12,098-58.7% | $7,234-31.0% |