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 | $239,822 | $148,978+61.0% | $200,582+19.6% | $84,808+182.8% |
| Participation rate | 94.5% | 84.2%+10.3pp | 86.9%+7.7pp | 68.3%+26.2pp |
| Annual return | 12.79% | 28.16%-15.4pp | 42.33%-29.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,117 | $4,815-35.3% | $6,419-51.4% | $2,631+18.5% |
| Participant deferral / active EE | $10,889 | $7,142+52.5% | $9,331+16.7% | $4,212+158.5% |
| Admin fee / account holder | $8,894 | $13,977-36.4% | $16,305-45.5% | $7,344+21.1% |