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 9-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 | $221,348 | $79,944+176.9% | $98,439+124.9% | $75,163+194.5% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.2%+22.2pp | 67.2%+30.2pp |
| Annual return | -5.75% | 19.75%-25.5pp | 21.16%-26.9pp | 160.62%-166.4pp |
| Employer contribution / active EE | $11,588 | $2,264+411.9% | $3,048+280.2% | $2,670+334.1% |
| Participant deferral / active EE | $9,690 | $3,752+158.3% | $4,738+104.5% | $4,125+134.9% |
| Admin fee / account holder | $57,266 | $6,840+737.2% | $8,948+540.0% | $5,651+913.4% |