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 | $202,711 | $65,365+210.1% | $92,893+118.2% | $72,985+177.7% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.7pp |
| Annual return | 13.79% | 42.10%-28.3pp | 109.41%-95.6pp | 81.00%-67.2pp |
| Employer contribution / active EE | $3,701 | $2,594+42.7% | $3,653+1.3% | $2,440+51.7% |
| Participant deferral / active EE | $6,468 | $3,128+106.8% | $4,236+52.7% | $3,607+79.3% |
| Admin fee / account holder | $8,721 | $4,251+105.1% | $5,794+50.5% | $5,124+70.2% |