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 | $226,908 | $110,261+105.8% | $95,745+137.0% | $139,434+62.7% |
| Participation rate | 81.0% | 75.8%+5.2pp | 72.3%+8.7pp | 80.3%+0.6pp |
| Annual return | 8.32% | 27.11%-18.8pp | 28.35%-20.0pp | 372.94%-364.6pp |
| Employer contribution / active EE | $2,091 | $3,257-35.8% | $2,835-26.2% | $4,751-56.0% |
| Participant deferral / active EE | $4,592 | $4,676-1.8% | $4,245+8.2% | $6,710-31.6% |
| Admin fee / account holder | $21,361 | $6,613+223.0% | $5,678+276.2% | $11,403+87.3% |