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 | $208,441 | $72,277+188.4% | $101,248+105.9% | $79,858+161.0% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.8%+21.9pp | 69.6%+28.0pp |
| Annual return | 7.44% | 22.30%-14.9pp | 46.47%-39.0pp | 31.71%-24.3pp |
| Employer contribution / active EE | $17,442 | $2,692+548.0% | $3,660+376.6% | $2,471+605.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $23,255 | $4,400+428.5% | $5,945+291.1% | $5,306+338.3% |