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 | $228,749 | $57,065+300.9% | $75,670+202.3% | $70,131+226.2% |
| Participation rate | 96.8% | 68.1%+28.7pp | 72.3%+24.4pp | 69.5%+27.2pp |
| Annual return | 7.13% | 23.57%-16.4pp | 27.34%-20.2pp | 73.14%-66.0pp |
| Employer contribution / active EE | $2,485 | $1,817+36.8% | $2,352+5.7% | $2,342+6.1% |
| Participant deferral / active EE | $4,215 | $2,580+63.4% | $3,142+34.1% | $3,332+26.5% |
| Admin fee / account holder | $17,554 | $3,825+358.9% | $5,800+202.7% | $4,645+277.9% |