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 | $228,986 | $72,277+216.8% | $101,248+126.2% | $79,858+186.7% |
| Participation rate | 89.5% | 68.5%+21.0pp | 75.8%+13.7pp | 69.6%+19.8pp |
| Annual return | 10.17% | 22.30%-12.1pp | 46.47%-36.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $3,966 | $2,692+47.3% | $3,660+8.4% | $2,471+60.5% |
| Participant deferral / active EE | $5,719 | $3,282+74.3% | $4,370+30.9% | $3,740+52.9% |
| Admin fee / account holder | $28,836 | $4,400+555.3% | $5,945+385.0% | $5,306+443.4% |