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 | $245,903 | $80,717+204.6% | $154,803+58.8% | $84,808+190.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.79% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,059 | $2,761+10.8% | $4,305-28.9% | $2,631+16.3% |
| Participant deferral / active EE | $6,106 | $3,303+84.9% | $5,540+10.2% | $4,212+45.0% |
| Admin fee / account holder | $48,824 | $6,746+623.8% | $14,329+240.7% | $7,344+564.8% |