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 | $94,625+134.4% | $116,228+90.8% | $84,808+161.5% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.3pp |
| Annual return | 9.21% | 20.40%-11.2pp | 90.06%-80.8pp | 40.90%-31.7pp |
| Employer contribution / active EE | $4,545 | $2,347+93.7% | $2,994+51.8% | $2,631+72.7% |
| Participant deferral / active EE | $3,312 | $3,972-16.6% | $4,953-33.1% | $4,212-21.4% |
| Admin fee / account holder | $18,372 | $10,091+82.1% | $11,989+53.2% | $7,344+150.2% |