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 | $225,421 | $52,279+331.2% | $89,391+152.2% | $79,858+182.3% |
| Participation rate | 92.6% | 57.5%+35.1pp | 68.0%+24.6pp | 69.6%+23.0pp |
| Annual return | 9.84% | 22.16%-12.3pp | 245.62%-235.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,597 | $1,572+1.6% | $2,586-38.3% | $2,471-35.4% |
| Participant deferral / active EE | $12,182 | $2,740+344.6% | $3,890+213.2% | $3,740+225.7% |
| Admin fee / account holder | $9,631 | $3,356+186.9% | $4,881+97.3% | $5,306+81.5% |