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 | $245,783 | $214,378+14.6% | $200,582+22.5% | $142,382+72.6% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 11.31% | 46.41%-35.1pp | 42.33%-31.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,733 | $6,841-74.7% | $6,419-73.0% | $4,299-59.7% |
| Participant deferral / active EE | $7,864 | $9,865-20.3% | $9,331-15.7% | $6,507+20.9% |
| Admin fee / account holder | $6,326 | $17,692-64.2% | $16,305-61.2% | $12,624-49.9% |