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 | $206,821 | $80,968+155.4% | $96,544+114.2% | $75,163+175.2% |
| Participation rate | 90.3% | 71.8%+18.6pp | 76.0%+14.4pp | 67.2%+23.1pp |
| Annual return | 11.29% | 27.06%-15.8pp | 25.84%-14.6pp | 160.62%-149.3pp |
| Employer contribution / active EE | $6,241 | $2,282+173.5% | $2,965+110.5% | $2,670+133.8% |
| Participant deferral / active EE | $4,477 | $3,928+14.0% | $4,851-7.7% | $4,125+8.5% |
| Admin fee / account holder | $12,359 | $6,724+83.8% | $8,252+49.8% | $5,651+118.7% |