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 | $232,373 | $89,753+158.9% | $107,525+116.1% | $84,808+174.0% |
| Participation rate | 72.1% | 68.1%+4.1pp | 75.1%-2.9pp | 68.3%+3.8pp |
| Annual return | 12.28% | 29.48%-17.2pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $5,124 | $3,113+64.6% | $3,754+36.5% | $2,631+94.8% |
| Participant deferral / active EE | $9,053 | $4,056+123.2% | $5,116+77.0% | $4,212+115.0% |
| Admin fee / account holder | $10,596 | $7,222+46.7% | $8,919+18.8% | $7,344+44.3% |