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 | $106,749+104.6% | $145,433+50.2% | $82,448+165.0% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 12.52% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,817 | $3,444+10.8% | $4,554-16.2% | $2,551+49.6% |
| Participant deferral / active EE | $11,121 | $6,519+70.6% | $7,897+40.8% | $4,139+168.7% |
| Admin fee / account holder | $2,375 | $8,390-71.7% | $13,129-81.9% | $7,234-67.2% |