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 | $249,990 | $54,705+357.0% | $71,209+251.1% | $84,808+194.8% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 12.39% | 35.90%-23.5pp | 282.51%-270.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,526 | $2,158+17.1% | $2,721-7.2% | $2,631-4.0% |
| Participant deferral / active EE | $4,319 | $3,030+42.5% | $4,175+3.4% | $4,212+2.5% |
| Admin fee / account holder | $4,772 | $4,863-1.9% | $5,349-10.8% | $7,344-35.0% |