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 | $249,426 | $138,347+80.3% | $184,203+35.4% | $80,856+208.5% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.6%+26.6pp |
| Annual return | 11.02% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,659 | $4,850-24.6% | $6,427-43.1% | $2,755+32.8% |
| Participant deferral / active EE | $9,408 | $7,071+33.0% | $9,131+3.0% | $4,296+119.0% |
| Admin fee / account holder | $21,234 | $10,483+102.5% | $13,901+52.8% | $6,918+206.9% |