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 | $235,094 | $81,248+189.4% | $155,509+51.2% | $80,856+190.8% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 10.36% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,773 | $3,100+54.0% | $4,672+2.2% | $2,755+73.3% |
| Participant deferral / active EE | $2,670 | $3,452-22.6% | $5,626-52.5% | $4,296-37.8% |
| Admin fee / account holder | $26,075 | $7,997+226.0% | $15,912+63.9% | $6,918+276.9% |