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 | $224,502 | $111,754+100.9% | $103,333+117.3% | $145,922+53.9% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 5.45% | 24.77%-19.3pp | 24.88%-19.4pp | 561.29%-555.8pp |
| Employer contribution / active EE | $4,299 | $4,212+2.0% | $3,868+11.1% | $4,660-7.7% |
| Participant deferral / active EE | $9,921 | $5,619+76.6% | $5,057+96.2% | $6,688+48.3% |
| Admin fee / account holder | $59,695 | $9,750+512.2% | $8,355+614.5% | $13,397+345.6% |