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 | $206,983 | $95,803+116.0% | $113,168+82.9% | $84,808+144.1% |
| Participation rate | 87.8% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.4pp |
| Annual return | 12.08% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,997 | $2,360+27.0% | $2,975+0.7% | $2,631+13.9% |
| Participant deferral / active EE | $11,504 | $4,242+171.2% | $5,107+125.3% | $4,212+173.1% |
| Admin fee / account holder | $5,461 | $8,989-39.3% | $12,068-54.8% | $7,344-25.6% |