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 | $237,575 | $72,277+228.7% | $101,248+134.6% | $79,858+197.5% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | 7.35% | 22.30%-14.9pp | 46.47%-39.1pp | 31.71%-24.4pp |
| Employer contribution / active EE | $4,152 | $2,692+54.3% | $3,660+13.5% | $2,471+68.1% |
| Participant deferral / active EE | $6,909 | $3,282+110.5% | $4,370+58.1% | $3,740+84.7% |
| Admin fee / account holder | $116,736 | $4,400+2552.9% | $5,945+1863.4% | $5,306+2100.0% |