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 | $228,861 | $60,892+275.8% | $82,389+177.8% | $84,808+169.9% |
| Participation rate | 76.7% | 63.3%+13.4pp | 69.5%+7.1pp | 68.3%+8.4pp |
| Annual return | 12.86% | 37.29%-24.4pp | 28.67%-15.8pp | 40.90%-28.0pp |
| Employer contribution / active EE | $5,303 | $1,779+198.1% | $2,517+110.7% | $2,631+101.6% |
| Participant deferral / active EE | $10,537 | $3,179+231.5% | $4,155+153.6% | $4,212+150.2% |
| Admin fee / account holder | $27,632 | $5,467+405.4% | $7,231+282.2% | $7,344+276.3% |