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 | $212,089 | $109,881+93.0% | $150,045+41.3% | $84,808+150.1% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.8pp | 68.3%+20.8pp |
| Annual return | 13.27% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,289 | $3,561+20.4% | $4,693-8.6% | $2,631+63.0% |
| Participant deferral / active EE | $13,279 | $6,636+100.1% | $7,997+66.0% | $4,212+215.3% |
| Admin fee / account holder | $3,676 | $8,568-57.1% | $13,435-72.6% | $7,344-49.9% |