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 | $241,126 | $109,881+119.4% | $150,045+60.7% | $84,808+184.3% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 9.79% | 28.25%-18.5pp | 62.55%-52.8pp | 40.90%-31.1pp |
| Employer contribution / active EE | $5,356 | $3,561+50.4% | $4,693+14.1% | $2,631+103.6% |
| Participant deferral / active EE | $8,814 | $6,636+32.8% | $7,997+10.2% | $4,212+109.3% |
| Admin fee / account holder | $26,404 | $8,568+208.2% | $13,435+96.5% | $7,344+259.5% |