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 | $237,801 | $91,407+160.2% | $135,903+75.0% | $71,457+232.8% |
| Participation rate | 92.7% | 75.7%+17.1pp | 81.9%+10.8pp | 67.9%+24.8pp |
| Annual return | 14.54% | 29.90%-15.4pp | 68.23%-53.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $10,008 | $3,703+170.2% | $4,856+106.1% | $2,588+286.8% |
| Participant deferral / active EE | $13,567 | $7,092+91.3% | $7,758+74.9% | $4,289+216.3% |
| Admin fee / account holder | $15,187 | $1,266+1099.8% | $10,762+41.1% | $1,587+856.8% |