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 | $240,404 | $80,673+198.0% | $101,326+137.3% | $84,808+183.5% |
| Participation rate | 90.3% | 77.8%+12.5pp | 81.5%+8.8pp | 68.3%+22.0pp |
| Annual return | 8.16% | 38.95%-30.8pp | 36.82%-28.7pp | 40.90%-32.7pp |
| Employer contribution / active EE | $2,701 | $2,698+0.1% | $3,665-26.3% | $2,631+2.7% |
| Participant deferral / active EE | $5,716 | $6,840-16.4% | $7,994-28.5% | $4,212+35.7% |
| Admin fee / account holder | $9,477 | $12,784-25.9% | $11,185-15.3% | $7,344+29.0% |