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 | $246,321 | $52,380+370.3% | $98,755+149.4% | $85,850+186.9% |
| Participation rate | 93.9% | 58.0%+36.0pp | 65.7%+28.2pp | 69.3%+24.6pp |
| Annual return | 8.29% | 25.82%-17.5pp | 49.91%-41.6pp | 318.53%-310.2pp |
| Employer contribution / active EE | $3,393 | $1,337+153.7% | $2,067+64.1% | $2,565+32.3% |
| Participant deferral / active EE | $5,540 | $2,101+163.7% | $3,035+82.5% | $3,952+40.2% |
| Admin fee / account holder | $1,424 | $3,865-63.1% | $4,076-65.1% | $6,260-77.2% |