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 | $213,939 | $46,553+359.6% | $64,056+234.0% | $75,163+184.6% |
| Participation rate | 97.7% | 65.9%+31.7pp | 72.3%+25.4pp | 67.2%+30.5pp |
| Annual return | 9.75% | 26.03%-16.3pp | 33.69%-23.9pp | 160.62%-150.9pp |
| Employer contribution / active EE | $20,874 | $1,974+957.6% | $2,747+660.0% | $2,670+681.9% |
| Participant deferral / active EE | $4,725 | $2,837+66.6% | $3,880+21.8% | $4,125+14.5% |
| Admin fee / account holder | $962 | $2,952-67.4% | $3,068-68.6% | $5,651-83.0% |