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 | $227,313 | $59,584+281.5% | $86,874+161.7% | $79,386+186.3% |
| Participation rate | 81.2% | 67.7%+13.5pp | 71.6%+9.6pp | 70.7%+10.5pp |
| Annual return | 11.48% | 23.15%-11.7pp | 63.52%-52.0pp | 116.85%-105.4pp |
| Employer contribution / active EE | $2,707 | $1,768+53.1% | $2,495+8.5% | $2,427+11.5% |
| Participant deferral / active EE | $7,062 | $3,036+132.6% | $3,699+90.9% | $4,046+74.6% |
| Admin fee / account holder | $46,056 | $604+7522.7% | $5,828+690.2% | $626+7252.1% |