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 | $214,055 | $154,228+38.8% | $145,433+47.2% | $137,256+56.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 6.50% | 74.59%-68.1pp | 66.58%-60.1pp | 220.34%-213.8pp |
| Employer contribution / active EE | $6,492 | $4,804+35.1% | $4,554+42.5% | $4,156+56.2% |
| Participant deferral / active EE | $7,268 | $8,216-11.5% | $7,897-8.0% | $6,407+13.4% |
| Admin fee / account holder | $491,772 | $14,344+3328.5% | $13,129+3645.7% | $12,270+3907.9% |