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 | $226,394 | $89,753+152.2% | $107,525+110.6% | $84,808+166.9% |
| Participation rate | 83.8% | 68.1%+15.7pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | 11.90% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $4,144 | $3,113+33.1% | $3,754+10.4% | $2,631+57.5% |
| Participant deferral / active EE | $8,495 | $4,056+109.4% | $5,116+66.1% | $4,212+101.7% |
| Admin fee / account holder | $46,054 | $7,222+537.7% | $8,919+416.4% | $7,344+527.1% |