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 | $238,919 | $77,503+208.3% | $100,391+138.0% | $80,856+195.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 12.24% | 37.20%-25.0pp | 49.20%-37.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,323 | $2,801+90.1% | $3,942+35.0% | $2,755+93.2% |
| Participant deferral / active EE | $13,704 | $6,820+100.9% | $8,082+69.6% | $4,296+219.0% |
| Admin fee / account holder | $3,329 | $5,897-43.6% | $7,899-57.9% | $6,918-51.9% |