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 | $78,520+199.7% | $96,576+143.7% | $82,448+185.4% |
| Participation rate | 87.0% | 77.7%+9.3pp | 81.4%+5.6pp | 68.1%+19.0pp |
| Annual return | 14.16% | 41.30%-27.1pp | 38.47%-24.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $7,852 | $2,630+198.6% | $3,553+121.0% | $2,551+207.8% |
| Participant deferral / active EE | $17,185 | $6,754+154.4% | $7,956+116.0% | $4,139+315.2% |
| Admin fee / account holder | $44,717 | $13,455+232.4% | $11,381+292.9% | $7,234+518.1% |