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 | $231,415 | $89,355+159.0% | $141,162+63.9% | $72,985+217.1% |
| Participation rate | 96.1% | 75.1%+21.0pp | 82.5%+13.6pp | 69.5%+26.6pp |
| Annual return | 6.82% | 111.85%-105.0pp | 71.39%-64.6pp | 81.00%-74.2pp |
| Employer contribution / active EE | $3,859 | $3,114+23.9% | $4,735-18.5% | $2,440+58.2% |
| Participant deferral / active EE | $10,746 | $5,418+98.3% | $6,709+60.2% | $3,607+197.9% |
| Admin fee / account holder | $7,000 | $5,958+17.5% | $10,261-31.8% | $5,124+36.6% |