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 | $244,372 | $95,803+155.1% | $113,168+115.9% | $84,808+188.1% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 8.29% | 25.00%-16.7pp | 24.27%-16.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $3,161 | $2,360+34.0% | $2,975+6.3% | $2,631+20.2% |
| Participant deferral / active EE | $7,600 | $4,242+79.1% | $5,107+48.8% | $4,212+80.4% |
| Admin fee / account holder | $58,038 | $8,989+545.7% | $12,068+380.9% | $7,344+690.3% |