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 | $182,192 | $109,881+65.8% | $150,045+21.4% | $84,808+114.8% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 13.19% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,685 | $3,561+31.6% | $4,693-0.2% | $2,631+78.1% |
| Participant deferral / active EE | $10,526 | $6,636+58.6% | $7,997+31.6% | $4,212+149.9% |
| Admin fee / account holder | $32,860 | $8,568+283.5% | $13,435+144.6% | $7,344+347.5% |