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 | $233,629 | $98,750+136.6% | $149,696+56.1% | $79,858+192.6% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 6.31% | 27.43%-21.1pp | 276.60%-270.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $7,103 | $3,216+120.8% | $4,644+52.9% | $2,471+187.5% |
| Participant deferral / active EE | $8,958 | $5,680+57.7% | $6,842+30.9% | $3,740+139.5% |
| Admin fee / account holder | $1,721 | $6,053-71.6% | $9,309-81.5% | $5,306-67.6% |