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 | $206,046 | $68,719+199.8% | $91,541+125.1% | $84,808+143.0% |
| Participation rate | 84.6% | 64.5%+20.1pp | 69.8%+14.8pp | 68.3%+16.3pp |
| Annual return | 11.23% | 19.12%-7.9pp | 20.50%-9.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $5,526 | $1,920+187.8% | $2,505+120.6% | $2,631+110.0% |
| Participant deferral / active EE | $12,237 | $3,136+290.2% | $4,008+205.3% | $4,212+190.6% |
| Admin fee / account holder | $12,691 | $5,786+119.3% | $6,956+82.4% | $7,344+72.8% |