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 | $191,837 | $93,571+105.0% | $135,903+41.2% | $75,163+155.2% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 13.97% | 30.90%-16.9pp | 68.23%-54.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $3,547 | $3,537+0.3% | $4,856-27.0% | $2,670+32.8% |
| Participant deferral / active EE | $14,200 | $6,404+121.7% | $7,758+83.0% | $4,125+244.2% |
| Admin fee / account holder | $3,145 | $6,975-54.9% | $10,762-70.8% | $5,651-44.3% |