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 | $246,856 | $77,899+216.9% | $149,673+64.9% | $75,163+228.4% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 10.20% | 31.72%-21.5pp | 134.42%-124.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $14,274 | $3,137+355.0% | $4,818+196.3% | $2,670+434.7% |
| Participant deferral / active EE | $9,748 | $3,411+185.8% | $5,680+71.6% | $4,125+136.3% |
| Admin fee / account holder | $1,307 | $5,956-78.1% | $13,210-90.1% | $5,651-76.9% |