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 | $229,215 | $94,625+142.2% | $116,228+97.2% | $84,808+170.3% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.6%+17.8pp | 68.3%+24.0pp |
| Annual return | 10.42% | 20.40%-10.0pp | 90.06%-79.6pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,152 | $2,347+34.3% | $2,994+5.3% | $2,631+19.8% |
| Participant deferral / active EE | $5,968 | $3,972+50.3% | $4,953+20.5% | $4,212+41.7% |
| Admin fee / account holder | $31,399 | $10,091+211.2% | $11,989+161.9% | $7,344+327.6% |