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 | $198,394 | $227,396-12.8% | $442,409-55.2% | $116,875+69.7% |
| Participation rate | 96.4% | 85.7%+10.7pp | 88.0%+8.4pp | 74.5%+21.9pp |
| Annual return | 12.30% | 16.35%-4.0pp | 90.53%-78.2pp | 16.29%-4.0pp |
| Employer contribution / active EE | $2,569 | $5,244-51.0% | $7,697-66.6% | $3,288-21.9% |
| Participant deferral / active EE | $10,739 | $7,352+46.1% | $7,555+42.1% | $3,885+176.4% |
| Admin fee / account holder | $40,880 | $16,310+150.6% | $51,603-20.8% | $12,263+233.4% |