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 | $215,037 | $95,803+124.5% | $113,168+90.0% | $84,808+153.6% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 6.83% | 25.00%-18.2pp | 24.27%-17.4pp | 40.90%-34.1pp |
| Employer contribution / active EE | $3,073 | $2,360+30.2% | $2,975+3.3% | $2,631+16.8% |
| Participant deferral / active EE | $5,249 | $4,242+23.7% | $5,107+2.8% | $4,212+24.6% |
| Admin fee / account holder | $18,508 | $8,989+105.9% | $12,068+53.4% | $7,344+152.0% |