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 | $238,895 | $73,933+223.1% | $96,683+147.1% | $75,163+217.8% |
| Participation rate | 93.8% | 66.4%+27.3pp | 74.3%+19.4pp | 67.2%+26.6pp |
| Annual return | 12.95% | 26.70%-13.8pp | 35.69%-22.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,954 | $2,928-33.3% | $3,737-47.7% | $2,670-26.8% |
| Participant deferral / active EE | $8,388 | $3,659+129.3% | $4,878+72.0% | $4,125+103.3% |
| Admin fee / account holder | $10,975 | $5,216+110.4% | $6,730+63.1% | $5,651+94.2% |