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 | $225,648 | $93,571+141.2% | $135,903+66.0% | $75,163+200.2% |
| Participation rate | 82.0% | 75.2%+6.8pp | 81.9%+0.1pp | 67.2%+14.8pp |
| Annual return | 12.12% | 30.90%-18.8pp | 68.23%-56.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $3,635 | $3,537+2.8% | $4,856-25.1% | $2,670+36.1% |
| Participant deferral / active EE | $8,069 | $6,404+26.0% | $7,758+4.0% | $4,125+95.6% |
| Admin fee / account holder | $14,304 | $6,975+105.1% | $10,762+32.9% | $5,651+153.1% |