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 | $243,542 | $148,978+63.5% | $200,582+21.4% | $84,808+187.2% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 7.81% | 28.16%-20.3pp | 42.33%-34.5pp | 40.90%-33.1pp |
| Employer contribution / active EE | $9,882 | $4,815+105.2% | $6,419+54.0% | $2,631+275.6% |
| Participant deferral / active EE | $5,663 | $7,142-20.7% | $9,331-39.3% | $4,212+34.5% |
| Admin fee / account holder | $25,271 | $13,977+80.8% | $16,305+55.0% | $7,344+244.1% |