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 | $243,528 | $73,933+229.4% | $96,683+151.9% | $75,163+224.0% |
| Participation rate | 98.1% | 66.4%+31.7pp | 74.3%+23.7pp | 67.2%+30.9pp |
| Annual return | 11.55% | 26.70%-15.1pp | 35.69%-24.1pp | 160.62%-149.1pp |
| Employer contribution / active EE | $11,355 | $2,928+287.8% | $3,737+203.9% | $2,670+325.3% |
| Participant deferral / active EE | $9,447 | $3,659+158.2% | $4,878+93.7% | $4,125+129.0% |
| Admin fee / account holder | $9,444 | $5,216+81.0% | $6,730+40.3% | $5,651+67.1% |