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 | $218,137 | $109,881+98.5% | $150,045+45.4% | $84,808+157.2% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 14.07% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,489 | $3,561+26.1% | $4,693-4.3% | $2,631+70.6% |
| Participant deferral / active EE | $13,607 | $6,636+105.1% | $7,997+70.2% | $4,212+223.1% |
| Admin fee / account holder | $36,552 | $8,568+326.6% | $13,435+172.1% | $7,344+397.7% |