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 | $199,281 | $51,638+285.9% | $68,368+191.5% | $82,448+141.7% |
| Participation rate | 74.2% | 63.6%+10.6pp | 73.8%+0.4pp | 68.1%+6.1pp |
| Annual return | 8.03% | 37.53%-29.5pp | 292.57%-284.5pp | 41.64%-33.6pp |
| Employer contribution / active EE | $10,451 | $2,047+410.7% | $2,649+294.5% | $2,551+309.7% |
| Participant deferral / active EE | $10,731 | $2,914+268.3% | $4,123+160.3% | $4,139+159.2% |
| Admin fee / account holder | $5,646 | $4,643+21.6% | $5,150+9.6% | $7,234-22.0% |