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 | $224,042 | $60,022+273.3% | $88,946+151.9% | $84,808+164.2% |
| Participation rate | 92.3% | 57.8%+34.5pp | 68.8%+23.5pp | 68.3%+24.0pp |
| Annual return | 12.39% | 22.43%-10.0pp | 57.82%-45.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $5,160 | $1,703+203.1% | $2,555+102.0% | $2,631+96.1% |
| Participant deferral / active EE | $6,693 | $3,114+114.9% | $4,581+46.1% | $4,212+58.9% |
| Admin fee / account holder | $8,236 | $4,811+71.2% | $8,261-0.3% | $7,344+12.1% |