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 | $224,374 | $95,803+134.2% | $113,168+98.3% | $84,808+164.6% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 12.15% | 25.00%-12.9pp | 24.27%-12.1pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,170 | $2,360+34.3% | $2,975+6.5% | $2,631+20.5% |
| Participant deferral / active EE | $12,678 | $4,242+198.9% | $5,107+148.3% | $4,212+201.0% |
| Admin fee / account holder | $15,104 | $8,989+68.0% | $12,068+25.2% | $7,344+105.7% |