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 | $225,762 | $71,050+217.8% | $93,606+141.2% | $80,856+179.2% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.1pp | 67.6%+30.2pp |
| Annual return | 8.72% | 11.26%-2.5pp | 133.20%-124.5pp | 35.59%-26.9pp |
| Employer contribution / active EE | $5,240 | $1,564+235.1% | $2,420+116.5% | $2,755+90.2% |
| Participant deferral / active EE | $6,960 | $4,034+72.6% | $4,411+57.8% | $4,296+62.0% |
| Admin fee / account holder | $45,391 | $6,945+553.6% | $8,285+447.9% | $6,918+556.1% |