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 | $244,847 | $91,190+168.5% | $178,490+37.2% | $79,858+206.6% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 4.36% | 24.19%-19.8pp | 151.07%-146.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $10,685 | $3,256+228.2% | $5,011+113.2% | $2,471+332.4% |
| Participant deferral / active EE | $5,739 | $3,236+77.3% | $5,202+10.3% | $3,740+53.4% |
| Admin fee / account holder | $2,329 | $6,751-65.5% | $13,984-83.3% | $5,306-56.1% |