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 | $135,389 | $101,724+33.1% | $164,813-17.9% | $80,856+67.4% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.6%+25.0pp |
| Annual return | 10.34% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $8,168 | $2,953+176.5% | $4,341+88.2% | $2,755+196.5% |
| Participant deferral / active EE | $9,618 | $4,477+114.8% | $6,031+59.5% | $4,296+123.9% |
| Admin fee / account holder | $31,587 | $8,227+283.9% | $12,690+148.9% | $6,918+356.6% |