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 | $239,848 | $78,926+203.9% | $136,749+75.4% | $84,808+182.8% |
| Participation rate | 84.0% | 62.2%+21.8pp | 72.1%+11.9pp | 68.3%+15.7pp |
| Annual return | 10.79% | 18.17%-7.4pp | 24.33%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,868 | $2,134+34.4% | $3,400-15.6% | $2,631+9.0% |
| Participant deferral / active EE | $6,001 | $3,168+89.4% | $4,692+27.9% | $4,212+42.5% |
| Admin fee / account holder | $27,481 | $6,369+331.5% | $11,386+141.4% | $7,344+274.2% |