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 | $221,785 | $94,031+135.9% | $115,768+91.6% | $82,448+169.0% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.4%+23.2pp | 68.1%+29.6pp |
| Annual return | 9.21% | 20.61%-11.4pp | 100.46%-91.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $4,545 | $2,323+95.6% | $2,940+54.6% | $2,551+78.2% |
| Participant deferral / active EE | $3,312 | $3,972-16.6% | $4,917-32.6% | $4,139-20.0% |
| Admin fee / account holder | $18,372 | $10,249+79.2% | $12,439+47.7% | $7,234+153.9% |