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 | $225,314 | $100,326+124.6% | $180,183+25.0% | $84,808+165.7% |
| Participation rate | 72.0% | 71.0%+1.0pp | 77.4%-5.4pp | 68.3%+3.7pp |
| Annual return | 8.87% | 17.86%-9.0pp | 27.86%-19.0pp | 40.90%-32.0pp |
| Employer contribution / active EE | $5,457 | $3,269+66.9% | $5,039+8.3% | $2,631+107.4% |
| Participant deferral / active EE | $7,229 | $5,066+42.7% | $6,822+6.0% | $4,212+71.7% |
| Admin fee / account holder | $10,400 | $9,674+7.5% | $19,975-47.9% | $7,344+41.6% |