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 | $211,426 | $77,899+171.4% | $149,673+41.3% | $75,163+181.3% |
| Participation rate | 93.1% | 65.6%+27.5pp | 78.8%+14.3pp | 67.2%+25.9pp |
| Annual return | 12.95% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $6,420 | $3,137+104.6% | $4,818+33.3% | $2,670+140.5% |
| Participant deferral / active EE | $8,581 | $3,411+151.6% | $5,680+51.1% | $4,125+108.0% |
| Admin fee / account holder | $1,265 | $5,956-78.8% | $13,210-90.4% | $5,651-77.6% |