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 | $246,644 | $54,705+350.9% | $71,209+246.4% | $84,808+190.8% |
| Participation rate | 97.8% | 64.1%+33.8pp | 73.8%+24.1pp | 68.3%+29.5pp |
| Annual return | 10.77% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $8,670 | $2,158+301.8% | $2,721+218.6% | $2,631+229.5% |
| Participant deferral / active EE | $7,028 | $3,030+131.9% | $4,175+68.3% | $4,212+66.9% |
| Admin fee / account holder | $5,122 | $4,863+5.3% | $5,349-4.2% | $7,344-30.3% |