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 | $246,092 | $89,355+175.4% | $141,162+74.3% | $72,985+237.2% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 17.38% | 111.85%-94.5pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $13,276 | $3,114+326.3% | $4,735+180.4% | $2,440+444.1% |
| Participant deferral / active EE | $11,196 | $5,418+106.6% | $6,709+66.9% | $3,607+210.4% |
| Admin fee / account holder | $7,235 | $5,958+21.4% | $10,261-29.5% | $5,124+41.2% |