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 | $228,473 | $95,803+138.5% | $113,168+101.9% | $84,808+169.4% |
| Participation rate | 78.6% | 72.9%+5.7pp | 76.6%+2.0pp | 68.3%+10.3pp |
| Annual return | 10.57% | 25.00%-14.4pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $3,433 | $2,360+45.5% | $2,975+15.4% | $2,631+30.5% |
| Participant deferral / active EE | $5,374 | $4,242+26.7% | $5,107+5.2% | $4,212+27.6% |
| Admin fee / account holder | $9,818 | $8,989+9.2% | $12,068-18.6% | $7,344+33.7% |