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 | $206,204 | $58,927+249.9% | $76,817+168.4% | $72,985+182.5% |
| Participation rate | 93.3% | 67.3%+26.0pp | 72.1%+21.3pp | 69.5%+23.8pp |
| Annual return | 14.79% | 2305.64%-2290.9pp | 1166.11%-1151.3pp | 81.00%-66.2pp |
| Employer contribution / active EE | $2,852 | $1,787+59.6% | $2,302+23.9% | $2,440+16.9% |
| Participant deferral / active EE | $5,543 | $2,690+106.0% | $3,336+66.2% | $3,607+53.6% |
| Admin fee / account holder | $3,544 | $4,013-11.7% | $6,420-44.8% | $5,124-30.8% |