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 | $237,775 | $109,881+116.4% | $150,045+58.5% | $84,808+180.4% |
| Participation rate | 92.2% | 76.1%+16.1pp | 82.3%+9.9pp | 68.3%+23.9pp |
| Annual return | 11.92% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $4,881 | $3,561+37.1% | $4,693+4.0% | $2,631+85.5% |
| Participant deferral / active EE | $12,898 | $6,636+94.4% | $7,997+61.3% | $4,212+206.2% |
| Admin fee / account holder | $8,275 | $8,568-3.4% | $13,435-38.4% | $7,344+12.7% |