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 | $237,782 | $80,968+193.7% | $96,544+146.3% | $75,163+216.4% |
| Participation rate | 98.1% | 71.8%+26.3pp | 76.0%+22.2pp | 67.2%+30.9pp |
| Annual return | 11.38% | 27.06%-15.7pp | 25.84%-14.5pp | 160.62%-149.2pp |
| Employer contribution / active EE | $7,782 | $2,282+241.1% | $2,965+162.5% | $2,670+191.5% |
| Participant deferral / active EE | $8,647 | $3,928+120.1% | $4,851+78.3% | $4,125+109.6% |
| Admin fee / account holder | $28,929 | $6,724+330.2% | $8,252+250.6% | $5,651+411.9% |