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 | $218,453 | $109,881+98.8% | $150,045+45.6% | $84,808+157.6% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 12.52% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,817 | $3,561+7.2% | $4,693-18.7% | $2,631+45.1% |
| Participant deferral / active EE | $11,121 | $6,636+67.6% | $7,997+39.1% | $4,212+164.1% |
| Admin fee / account holder | $2,375 | $8,568-72.3% | $13,435-82.3% | $7,344-67.7% |