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 | $231,565 | $93,571+147.5% | $135,903+70.4% | $75,163+208.1% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 14.12% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,714 | $3,537-51.5% | $4,856-64.7% | $2,670-35.8% |
| Participant deferral / active EE | $9,345 | $6,404+45.9% | $7,758+20.5% | $4,125+126.5% |
| Admin fee / account holder | $20,824 | $6,975+198.5% | $10,762+93.5% | $5,651+268.5% |