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 | $232,365 | $93,571+148.3% | $135,903+71.0% | $75,163+209.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 13.75% | 30.90%-17.2pp | 68.23%-54.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $6,722 | $3,537+90.1% | $4,856+38.4% | $2,670+151.8% |
| Participant deferral / active EE | $8,420 | $6,404+31.5% | $7,758+8.5% | $4,125+104.1% |
| Admin fee / account holder | $18,198 | $6,975+160.9% | $10,762+69.1% | $5,651+222.0% |