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 | $221,093 | $95,803+130.8% | $113,168+95.4% | $84,808+160.7% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 11.92% | 25.00%-13.1pp | 24.27%-12.3pp | 40.90%-29.0pp |
| Employer contribution / active EE | $12,795 | $2,360+442.2% | $2,975+330.1% | $2,631+386.3% |
| Participant deferral / active EE | $7,599 | $4,242+79.1% | $5,107+48.8% | $4,212+80.4% |
| Admin fee / account holder | $3,446 | $8,989-61.7% | $12,068-71.4% | $7,344-53.1% |