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 | $239,181 | $109,881+117.7% | $150,045+59.4% | $84,808+182.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.38% | 28.25%-17.9pp | 62.55%-52.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,401 | $3,561-4.5% | $4,693-27.5% | $2,631+29.3% |
| Participant deferral / active EE | $8,066 | $6,636+21.5% | $7,997+0.9% | $4,212+91.5% |
| Admin fee / account holder | $6,887 | $8,568-19.6% | $13,435-48.7% | $7,344-6.2% |