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 | $218,752 | $109,881+99.1% | $150,045+45.8% | $84,808+157.9% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 13.19% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,027 | $3,561-15.0% | $4,693-35.5% | $2,631+15.1% |
| Participant deferral / active EE | $8,883 | $6,636+33.9% | $7,997+11.1% | $4,212+110.9% |
| Admin fee / account holder | $21,118 | $8,568+146.5% | $13,435+57.2% | $7,344+187.6% |