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 | $218,366 | $77,634+181.3% | $156,549+39.5% | $62,891+247.2% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 2.59% | 50.32%-47.7pp | 32.23%-29.6pp | 20.14%-17.6pp |
| Employer contribution / active EE | $7,963 | $3,444+131.2% | $5,501+44.7% | $2,281+249.1% |
| Participant deferral / active EE | $5,391 | $3,045+77.0% | $4,871+10.7% | $3,203+68.3% |
| Admin fee / account holder | $5,954 | $5,561+7.1% | $13,027-54.3% | $4,296+38.6% |