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 | $237,612 | $89,753+164.7% | $107,525+121.0% | $84,808+180.2% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 12.21% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,714 | $3,113+19.3% | $3,754-1.1% | $2,631+41.2% |
| Participant deferral / active EE | $8,524 | $4,056+110.2% | $5,116+66.6% | $4,212+102.4% |
| Admin fee / account holder | $43,361 | $7,222+500.4% | $8,919+386.2% | $7,344+490.4% |