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 | $80,673+189.8% | $101,326+130.8% | $84,808+175.7% |
| Participation rate | 98.7% | 77.8%+20.9pp | 81.5%+17.2pp | 68.3%+30.4pp |
| Annual return | 12.23% | 38.95%-26.7pp | 36.82%-24.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,740 | $2,698+38.6% | $3,665+2.0% | $2,631+42.2% |
| Participant deferral / active EE | $11,268 | $6,840+64.7% | $7,994+41.0% | $4,212+167.5% |
| Admin fee / account holder | $30,474 | $12,784+138.4% | $11,185+172.5% | $7,344+315.0% |