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 | $193,376 | $73,787+162.1% | $98,716+95.9% | $82,448+134.5% |
| Participation rate | 97.8% | 61.4%+36.4pp | 69.3%+28.6pp | 68.1%+29.8pp |
| Annual return | 9.14% | 18.57%-9.4pp | 31.81%-22.7pp | 41.64%-32.5pp |
| Employer contribution / active EE | $10,179 | $1,511+573.6% | $2,279+346.7% | $2,551+299.0% |
| Participant deferral / active EE | $3,467 | $3,081+12.5% | $4,048-14.4% | $4,139-16.3% |
| Admin fee / account holder | $41,748 | $6,500+542.3% | $8,703+379.7% | $7,234+477.1% |