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 | $219,284 | $85,766+155.7% | $136,294+60.9% | $70,131+212.7% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 6.14% | 31.45%-25.3pp | 5155.94%-5149.8pp | 73.14%-67.0pp |
| Employer contribution / active EE | $18,449 | $2,966+522.0% | $4,695+292.9% | $2,342+687.6% |
| Participant deferral / active EE | $7,284 | $5,051+44.2% | $6,247+16.6% | $3,332+118.6% |
| Admin fee / account holder | $11,371 | $5,420+109.8% | $9,243+23.0% | $4,645+144.8% |