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 | $178,415 | $67,606+163.9% | $82,313+116.8% | $70,131+154.4% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 10.23% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $8,684 | $1,755+394.9% | $2,428+257.6% | $2,342+270.7% |
| Participant deferral / active EE | $11,579 | $2,987+287.7% | $3,706+212.4% | $3,332+247.5% |
| Admin fee / account holder | $38,007 | $4,512+742.3% | $5,608+577.7% | $4,645+718.2% |