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 | $248,602 | $91,552+171.5% | $133,956+85.6% | $79,858+211.3% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 10.15% | 61.85%-51.7pp | 45.09%-34.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $4,536 | $2,384+90.3% | $3,919+15.8% | $2,471+83.6% |
| Participant deferral / active EE | $10,573 | $3,733+183.2% | $5,048+109.5% | $3,740+182.7% |
| Admin fee / account holder | $21,367 | $6,321+238.0% | $8,927+139.3% | $5,306+302.7% |