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 | $181,855 | $55,706+226.5% | $75,886+139.6% | $72,985+149.2% |
| Participation rate | 93.6% | 61.1%+32.5pp | 69.3%+24.3pp | 69.5%+24.1pp |
| Annual return | 2.07% | 27.59%-25.5pp | 30.76%-28.7pp | 81.00%-78.9pp |
| Employer contribution / active EE | $6,828 | $1,687+304.9% | $2,500+173.1% | $2,440+179.9% |
| Participant deferral / active EE | $5,960 | $2,634+126.3% | $3,603+65.4% | $3,607+65.2% |
| Admin fee / account holder | $10,816 | $3,978+171.9% | $5,418+99.6% | $5,124+111.1% |