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 | $234,589 | $95,803+144.9% | $113,168+107.3% | $84,808+176.6% |
| Participation rate | 97.4% | 72.9%+24.5pp | 76.6%+20.8pp | 68.3%+29.1pp |
| Annual return | 3.31% | 25.00%-21.7pp | 24.27%-21.0pp | 40.90%-37.6pp |
| Employer contribution / active EE | $7,133 | $2,360+202.2% | $2,975+139.7% | $2,631+171.1% |
| Participant deferral / active EE | $2,615 | $4,242-38.4% | $5,107-48.8% | $4,212-37.9% |
| Admin fee / account holder | $49,939 | $8,989+455.6% | $12,068+313.8% | $7,344+580.0% |