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 | $224,491 | $95,803+134.3% | $113,168+98.4% | $84,808+164.7% |
| Participation rate | 96.7% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.4pp |
| Annual return | 12.26% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $8,635 | $2,360+265.9% | $2,975+190.2% | $2,631+228.2% |
| Participant deferral / active EE | $3,834 | $4,242-9.6% | $5,107-24.9% | $4,212-9.0% |
| Admin fee / account holder | $4,995 | $8,989-44.4% | $12,068-58.6% | $7,344-32.0% |