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 | $223,074 | $86,286+158.5% | $111,297+100.4% | $85,850+159.8% |
| Participation rate | 90.5% | 73.3%+17.1pp | 77.3%+13.2pp | 69.3%+21.2pp |
| Annual return | 9.89% | 19.99%-10.1pp | 54.65%-44.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,940 | $2,043+43.9% | $2,731+7.7% | $2,565+14.6% |
| Participant deferral / active EE | $7,749 | $3,641+112.9% | $4,487+72.7% | $3,952+96.1% |
| Admin fee / account holder | $12,370 | $8,188+51.1% | $7,964+55.3% | $6,260+97.6% |