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 | $206,941 | $59,839+245.8% | $81,983+152.4% | $79,858+159.1% |
| Participation rate | 87.5% | 61.6%+25.9pp | 69.2%+18.3pp | 69.6%+17.9pp |
| Annual return | 3.70% | 17.56%-13.9pp | 41.31%-37.6pp | 31.71%-28.0pp |
| Employer contribution / active EE | $2,676 | $1,713+56.2% | $2,498+7.1% | $2,471+8.3% |
| Participant deferral / active EE | $6,612 | $2,695+145.3% | $3,722+77.6% | $3,740+76.8% |
| Admin fee / account holder | $6,946 | $4,287+62.0% | $5,664+22.6% | $5,306+30.9% |