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 | $222,779 | $98,750+125.6% | $149,696+48.8% | $79,858+179.0% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 7.43% | 27.43%-20.0pp | 276.60%-269.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $3,575 | $3,216+11.1% | $4,644-23.0% | $2,471+44.7% |
| Participant deferral / active EE | $9,851 | $5,680+73.4% | $6,842+44.0% | $3,740+163.4% |
| Admin fee / account holder | $1,792 | $6,053-70.4% | $9,309-80.8% | $5,306-66.2% |