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 | $57,590+289.0% | $86,233+159.8% | $82,448+171.7% |
| Participation rate | 92.3% | 57.9%+34.4pp | 69.0%+23.3pp | 68.1%+24.2pp |
| Annual return | 12.39% | 22.41%-10.0pp | 61.39%-49.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $5,160 | $1,655+211.7% | $2,504+106.1% | $2,551+102.3% |
| Participant deferral / active EE | $6,693 | $3,080+117.3% | $4,559+46.8% | $4,139+61.7% |
| Admin fee / account holder | $8,236 | $4,730+74.1% | $8,342-1.3% | $7,234+13.8% |