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 | $209,802 | $80,968+159.1% | $96,544+117.3% | $75,163+179.1% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 12.64% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $3,818 | $2,282+67.3% | $2,965+28.8% | $2,670+43.0% |
| Participant deferral / active EE | $8,632 | $3,928+119.7% | $4,851+77.9% | $4,125+109.2% |
| Admin fee / account holder | $22,769 | $6,724+238.6% | $8,252+175.9% | $5,651+302.9% |