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 | $225,891 | $101,724+122.1% | $164,813+37.1% | $80,856+179.4% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 5.08% | 16.72%-11.6pp | 69.93%-64.8pp | 35.59%-30.5pp |
| Employer contribution / active EE | $4,464 | $2,953+51.2% | $4,341+2.8% | $2,755+62.1% |
| Participant deferral / active EE | $6,524 | $4,477+45.7% | $6,031+8.2% | $4,296+51.9% |
| Admin fee / account holder | $9,128 | $8,227+10.9% | $12,690-28.1% | $6,918+31.9% |