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 | $199,535 | $69,454+187.3% | $180,183+10.7% | $74,304+168.5% |
| Participation rate | 83.5% | 61.8%+21.7pp | 77.4%+6.1pp | 60.3%+23.1pp |
| Annual return | 13.11% | 25.86%-12.8pp | 27.86%-14.7pp | 29.43%-16.3pp |
| Employer contribution / active EE | $4,679 | $3,155+48.3% | $5,039-7.1% | $2,241+108.8% |
| Participant deferral / active EE | $6,694 | $4,662+43.6% | $6,822-1.9% | $3,767+77.7% |
| Admin fee / account holder | $25,358 | $3,036+735.2% | $19,975+26.9% | $2,969+754.1% |