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 | $224,368 | $89,753+150.0% | $107,525+108.7% | $84,808+164.6% |
| Participation rate | 75.9% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.6pp |
| Annual return | 12.84% | 29.48%-16.6pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,577 | $3,113-17.2% | $3,754-31.3% | $2,631-2.0% |
| Participant deferral / active EE | $4,905 | $4,056+20.9% | $5,116-4.1% | $4,212+16.5% |
| Admin fee / account holder | $6,704 | $7,222-7.2% | $8,919-24.8% | $7,344-8.7% |