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 | $240,199 | $101,724+136.1% | $164,813+45.7% | $80,856+197.1% |
| Participation rate | 84.5% | 71.8%+12.7pp | 78.6%+5.9pp | 67.6%+16.9pp |
| Annual return | 10.47% | 16.72%-6.2pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $5,954 | $2,953+101.6% | $4,341+37.2% | $2,755+116.1% |
| Participant deferral / active EE | $4,362 | $4,477-2.6% | $6,031-27.7% | $4,296+1.5% |
| Admin fee / account holder | $24,233 | $8,227+194.5% | $12,690+91.0% | $6,918+250.3% |