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 | $247,647 | $95,803+158.5% | $113,168+118.8% | $84,808+192.0% |
| Participation rate | 97.1% | 72.9%+24.2pp | 76.6%+20.5pp | 68.3%+28.7pp |
| Annual return | 9.73% | 25.00%-15.3pp | 24.27%-14.5pp | 40.90%-31.2pp |
| Employer contribution / active EE | $11,401 | $2,360+383.1% | $2,975+283.2% | $2,631+333.3% |
| Participant deferral / active EE | $10,478 | $4,242+147.0% | $5,107+105.2% | $4,212+148.8% |
| Admin fee / account holder | $7,124 | $8,989-20.7% | $12,068-41.0% | $7,344-3.0% |