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 | $244,065 | $57,065+327.7% | $75,670+222.5% | $70,131+248.0% |
| Participation rate | 93.7% | 68.1%+25.6pp | 72.3%+21.3pp | 69.5%+24.1pp |
| Annual return | 10.68% | 23.57%-12.9pp | 27.34%-16.7pp | 73.14%-62.5pp |
| Employer contribution / active EE | $10,743 | $1,817+491.4% | $2,352+356.8% | $2,342+358.6% |
| Participant deferral / active EE | $6,814 | $2,580+164.1% | $3,142+116.8% | $3,332+104.5% |
| Admin fee / account holder | $16,453 | $3,825+330.1% | $5,800+183.7% | $4,645+254.2% |