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 | $200,690 | $72,492+176.8% | $87,100+130.4% | $72,985+175.0% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 14.72% | 24.46%-9.7pp | 28.19%-13.5pp | 81.00%-66.3pp |
| Employer contribution / active EE | $2,714 | $1,894+43.3% | $2,521+7.6% | $2,440+11.2% |
| Participant deferral / active EE | $5,622 | $3,270+71.9% | $4,049+38.9% | $3,607+55.8% |
| Admin fee / account holder | $14,589 | $5,055+188.6% | $7,497+94.6% | $5,124+184.7% |