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 | $245,331 | $138,347+77.3% | $184,203+33.2% | $80,856+203.4% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 8.65% | 20.02%-11.4pp | 28.81%-20.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $9,322 | $4,850+92.2% | $6,427+45.0% | $2,755+238.4% |
| Participant deferral / active EE | $5,334 | $7,071-24.6% | $9,131-41.6% | $4,296+24.2% |
| Admin fee / account holder | $21,034 | $10,483+100.6% | $13,901+51.3% | $6,918+204.0% |