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 | $209,528 | $95,803+118.7% | $113,168+85.1% | $84,808+147.1% |
| Participation rate | 98.4% | 72.9%+25.5pp | 76.6%+21.8pp | 68.3%+30.1pp |
| Annual return | 11.38% | 25.00%-13.6pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $8,492 | $2,360+259.8% | $2,975+185.4% | $2,631+222.8% |
| Participant deferral / active EE | $3,860 | $4,242-9.0% | $5,107-24.4% | $4,212-8.4% |
| Admin fee / account holder | $13,562 | $8,989+50.9% | $12,068+12.4% | $7,344+84.7% |