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 | $211,847 | $72,277+193.1% | $101,248+109.2% | $79,858+165.3% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 10.49% | 22.30%-11.8pp | 46.47%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $3,244 | $2,692+20.5% | $3,660-11.4% | $2,471+31.3% |
| Participant deferral / active EE | $8,437 | $3,282+157.1% | $4,370+93.1% | $3,740+125.6% |
| Admin fee / account holder | $3,099 | $4,400-29.6% | $5,945-47.9% | $5,306-41.6% |