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 | $247,948 | $78,422+216.2% | $95,952+158.4% | $79,858+210.5% |
| Participation rate | 97.4% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 8.96% | 19.37%-10.4pp | 91.61%-82.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $15,154 | $1,945+679.1% | $2,541+496.4% | $2,471+513.3% |
| Participant deferral / active EE | $8,010 | $3,440+132.9% | $4,167+92.2% | $3,740+114.2% |
| Admin fee / account holder | $55,391 | $5,622+885.2% | $6,795+715.1% | $5,306+943.9% |