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 | $233,815 | $78,520+197.8% | $96,576+142.1% | $82,448+183.6% |
| Participation rate | 98.7% | 77.7%+21.0pp | 81.4%+17.2pp | 68.1%+30.6pp |
| Annual return | 12.23% | 41.30%-29.1pp | 38.47%-26.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,740 | $2,630+42.2% | $3,553+5.3% | $2,551+46.6% |
| Participant deferral / active EE | $11,268 | $6,754+66.8% | $7,956+41.6% | $4,139+172.2% |
| Admin fee / account holder | $30,474 | $13,455+126.5% | $11,381+167.8% | $7,234+321.2% |