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 | $237,895 | $81,248+192.8% | $155,509+53.0% | $80,856+194.2% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 8.63% | 33.31%-24.7pp | 64.67%-56.0pp | 35.59%-27.0pp |
| Employer contribution / active EE | $14,801 | $3,100+377.4% | $4,672+216.8% | $2,755+437.3% |
| Participant deferral / active EE | $16,148 | $3,452+367.8% | $5,626+187.0% | $4,296+275.9% |
| Admin fee / account holder | $112,588 | $7,997+1307.8% | $15,912+607.6% | $6,918+1527.5% |