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 | $223,936 | $76,367+193.2% | $93,606+139.2% | $72,985+206.8% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.3pp | 69.5%+27.7pp |
| Annual return | 15.43% | 25.82%-10.4pp | 32.76%-17.3pp | 81.00%-65.6pp |
| Employer contribution / active EE | $7,226 | $2,275+217.6% | $2,718+165.9% | $2,440+196.2% |
| Participant deferral / active EE | $6,093 | $3,538+72.2% | $4,069+49.8% | $3,607+68.9% |
| Admin fee / account holder | $8,399 | $6,838+22.8% | $7,888+6.5% | $5,124+63.9% |