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 | $245,228 | $127,065+93.0% | $113,168+116.7% | $142,382+72.2% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 9.30% | 24.03%-14.7pp | 24.27%-15.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $7,649 | $3,442+122.2% | $2,975+157.1% | $4,299+77.9% |
| Participant deferral / active EE | $4,060 | $5,716-29.0% | $5,107-20.5% | $6,507-37.6% |
| Admin fee / account holder | $85,004 | $15,736+440.2% | $12,068+604.4% | $12,624+573.4% |