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 | $218,137 | $106,749+104.3% | $145,433+50.0% | $82,448+164.6% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 14.07% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,489 | $3,444+30.3% | $4,554-1.4% | $2,551+76.0% |
| Participant deferral / active EE | $13,607 | $6,519+108.7% | $7,897+72.3% | $4,139+228.7% |
| Admin fee / account holder | $36,552 | $8,390+335.7% | $13,129+178.4% | $7,234+405.3% |