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 | $225,577 | $73,933+205.1% | $96,683+133.3% | $75,163+200.1% |
| Participation rate | 98.4% | 66.4%+32.0pp | 74.3%+24.1pp | 67.2%+31.2pp |
| Annual return | 4.32% | 26.70%-22.4pp | 35.69%-31.4pp | 160.62%-156.3pp |
| Employer contribution / active EE | $10,211 | $2,928+248.8% | $3,737+173.3% | $2,670+282.5% |
| Participant deferral / active EE | $6,178 | $3,659+68.9% | $4,878+26.6% | $4,125+49.8% |
| Admin fee / account holder | $20,456 | $5,216+292.2% | $6,730+204.0% | $5,651+262.0% |