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 | $218,813 | $93,571+133.8% | $135,903+61.0% | $75,163+191.1% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 13.47% | 30.90%-17.4pp | 68.23%-54.8pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,044 | $3,537+14.3% | $4,856-16.7% | $2,670+51.5% |
| Participant deferral / active EE | $12,888 | $6,404+101.2% | $7,758+66.1% | $4,125+212.4% |
| Admin fee / account holder | $20,047 | $6,975+187.4% | $10,762+86.3% | $5,651+254.8% |