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 | $234,538 | $65,365+258.8% | $92,893+152.5% | $72,985+221.4% |
| Participation rate | 96.9% | 68.3%+28.6pp | 76.0%+20.9pp | 69.5%+27.4pp |
| Annual return | 6.79% | 42.10%-35.3pp | 109.41%-102.6pp | 81.00%-74.2pp |
| Employer contribution / active EE | $4,862 | $2,594+87.4% | $3,653+33.1% | $2,440+99.3% |
| Participant deferral / active EE | $1,968 | $3,128-37.1% | $4,236-53.5% | $3,607-45.4% |
| Admin fee / account holder | $10,326 | $4,251+142.9% | $5,794+78.2% | $5,124+101.5% |