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 | $184,131 | $80,717+128.1% | $154,803+18.9% | $84,808+117.1% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 9.49% | 37.96%-28.5pp | 58.88%-49.4pp | 40.90%-31.4pp |
| Employer contribution / active EE | $5,716 | $2,761+107.0% | $4,305+32.8% | $2,631+117.3% |
| Participant deferral / active EE | $3,502 | $3,303+6.0% | $5,540-36.8% | $4,212-16.9% |
| Admin fee / account holder | $112,338 | $6,746+1565.3% | $14,329+684.0% | $7,344+1429.7% |