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 | $237,294 | $109,881+116.0% | $150,045+58.1% | $84,808+179.8% |
| Participation rate | 90.7% | 76.1%+14.6pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 12.69% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,647 | $3,561-25.7% | $4,693-43.6% | $2,631+0.6% |
| Participant deferral / active EE | $9,725 | $6,636+46.6% | $7,997+21.6% | $4,212+130.9% |
| Admin fee / account holder | $1,588 | $8,568-81.5% | $13,435-88.2% | $7,344-78.4% |