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 | $235,346 | $80,673+191.7% | $101,326+132.3% | $84,808+177.5% |
| Participation rate | 87.0% | 77.8%+9.3pp | 81.5%+5.5pp | 68.3%+18.7pp |
| Annual return | 14.16% | 38.95%-24.8pp | 36.82%-22.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $7,852 | $2,698+191.0% | $3,665+114.2% | $2,631+198.4% |
| Participant deferral / active EE | $17,185 | $6,840+151.2% | $7,994+115.0% | $4,212+308.0% |
| Admin fee / account holder | $44,717 | $12,784+249.8% | $11,185+299.8% | $7,344+508.9% |