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 | $132,802 | $60,349+120.1% | $74,183+79.0% | $62,891+111.2% |
| Participation rate | 96.9% | 72.7%+24.1pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 4.10% | 21.37%-17.3pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $11,470 | $1,680+582.7% | $2,370+384.0% | $2,281+402.9% |
| Participant deferral / active EE | $3,228 | $2,856+13.0% | $3,550-9.0% | $3,203+0.8% |
| Admin fee / account holder | $24,244 | $4,261+469.0% | $5,586+334.0% | $4,296+464.4% |