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 | $198,684 | $64,348+208.8% | $90,160+120.4% | $70,131+183.3% |
| Participation rate | 96.4% | 70.4%+26.0pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 12.41% | 28.13%-15.7pp | 34.88%-22.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $4,875 | $2,046+138.3% | $3,318+46.9% | $2,342+108.1% |
| Participant deferral / active EE | $2,706 | $4,389-38.3% | $5,288-48.8% | $3,332-18.8% |
| Admin fee / account holder | $1,761 | $3,944-55.3% | $5,943-70.4% | $4,645-62.1% |