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 8-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 | $218,143 | $127,065+71.7% | $113,168+92.8% | $142,382+53.2% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 9.08% | 24.03%-15.0pp | 24.27%-15.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,156 | $3,442-37.4% | $2,975-27.5% | $4,299-49.9% |
| Participant deferral / active EE | $10,071 | $5,716+76.2% | $5,107+97.2% | $6,507+54.8% |
| Admin fee / account holder | $47,726 | $15,736+203.3% | $12,068+295.5% | $12,624+278.1% |