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 | $185,689 | $109,881+69.0% | $150,045+23.8% | $84,808+119.0% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 13.07% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,843 | $3,561+64.1% | $4,693+24.5% | $2,631+122.1% |
| Participant deferral / active EE | $9,399 | $6,636+41.6% | $7,997+17.5% | $4,212+123.2% |
| Admin fee / account holder | $89,488 | $8,568+944.4% | $13,435+566.1% | $7,344+1118.6% |