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 | $171,965 | $74,888+129.6% | $71,209+141.5% | $142,382+20.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 8.63% | 345.14%-336.5pp | 282.51%-273.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,836 | $2,854+34.4% | $2,721+41.0% | $4,299-10.8% |
| Participant deferral / active EE | $8,861 | $4,454+98.9% | $4,175+112.2% | $6,507+36.2% |
| Admin fee / account holder | $1,080 | $5,568-80.6% | $5,349-79.8% | $12,624-91.4% |