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 | $202,945 | $73,933+174.5% | $96,683+109.9% | $75,163+170.0% |
| Participation rate | 97.2% | 66.4%+30.8pp | 74.3%+22.9pp | 67.2%+30.0pp |
| Annual return | 11.72% | 26.70%-15.0pp | 35.69%-24.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $4,482 | $2,928+53.1% | $3,737+19.9% | $2,670+67.9% |
| Participant deferral / active EE | $10,517 | $3,659+187.4% | $4,878+115.6% | $4,125+154.9% |
| Admin fee / account holder | $22,733 | $5,216+335.8% | $6,730+237.8% | $5,651+302.3% |