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 | $211,578 | $93,571+126.1% | $135,903+55.7% | $75,163+181.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 15.00% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $8,168 | $3,537+130.9% | $4,856+68.2% | $2,670+205.9% |
| Participant deferral / active EE | $12,005 | $6,404+87.5% | $7,758+54.7% | $4,125+191.0% |
| Admin fee / account holder | $8,102 | $6,975+16.1% | $10,762-24.7% | $5,651+43.4% |