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 | $246,684 | $54,705+350.9% | $71,209+246.4% | $84,808+190.9% |
| Participation rate | 84.4% | 64.1%+20.3pp | 73.8%+10.6pp | 68.3%+16.1pp |
| Annual return | 9.80% | 35.90%-26.1pp | 282.51%-272.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $3,341 | $2,158+54.8% | $2,721+22.8% | $2,631+27.0% |
| Participant deferral / active EE | $4,642 | $3,030+53.2% | $4,175+11.2% | $4,212+10.2% |
| Admin fee / account holder | $17,136 | $4,863+252.3% | $5,349+220.4% | $7,344+133.3% |