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 | $247,629 | $80,673+207.0% | $101,326+144.4% | $84,808+192.0% |
| Participation rate | 91.4% | 77.8%+13.6pp | 81.5%+9.9pp | 68.3%+23.1pp |
| Annual return | 12.31% | 38.95%-26.6pp | 36.82%-24.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $4,670 | $2,698+73.1% | $3,665+27.4% | $2,631+77.5% |
| Participant deferral / active EE | $12,162 | $6,840+77.8% | $7,994+52.1% | $4,212+188.8% |
| Admin fee / account holder | $4,888 | $12,784-61.8% | $11,185-56.3% | $7,344-33.4% |