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 | $206,895 | $94,625+118.6% | $116,228+78.0% | $84,808+144.0% |
| Participation rate | 98.1% | 70.4%+27.7pp | 74.6%+23.6pp | 68.3%+29.8pp |
| Annual return | 11.35% | 20.40%-9.1pp | 90.06%-78.7pp | 40.90%-29.5pp |
| Employer contribution / active EE | $9,909 | $2,347+322.3% | $2,994+230.9% | $2,631+276.6% |
| Participant deferral / active EE | $10,768 | $3,972+171.1% | $4,953+117.4% | $4,212+155.7% |
| Admin fee / account holder | $31,173 | $10,091+208.9% | $11,989+160.0% | $7,344+324.5% |