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 9-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 | $212,744 | $81,460+161.2% | $103,333+105.9% | $80,856+163.1% |
| Participation rate | 87.3% | 66.8%+20.5pp | 74.5%+12.8pp | 67.6%+19.7pp |
| Annual return | 10.11% | 25.55%-15.4pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $11,078 | $3,105+256.7% | $3,868+186.4% | $2,755+302.1% |
| Participant deferral / active EE | $7,090 | $3,869+83.3% | $5,057+40.2% | $4,296+65.0% |
| Admin fee / account holder | $2,203 | $6,566-66.4% | $8,355-73.6% | $6,918-68.2% |