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 | $242,660 | $62,573+287.8% | $85,682+183.2% | $85,850+182.7% |
| Participation rate | 96.4% | 61.1%+35.3pp | 69.9%+26.6pp | 69.3%+27.1pp |
| Annual return | 10.61% | 23.77%-13.2pp | 21.49%-10.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $3,939 | $1,757+124.2% | $2,618+50.4% | $2,565+53.6% |
| Participant deferral / active EE | $10,662 | $2,802+280.5% | $3,923+171.8% | $3,952+169.8% |
| Admin fee / account holder | $13,865 | $4,640+198.8% | $6,873+101.7% | $6,260+121.5% |