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 | $114,739 | $54,705+109.7% | $71,209+61.1% | $84,808+35.3% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 12.73% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $476 | $2,158-77.9% | $2,721-82.5% | $2,631-81.9% |
| Participant deferral / active EE | $6,389 | $3,030+110.8% | $4,175+53.0% | $4,212+51.7% |
| Admin fee / account holder | $20,966 | $4,863+331.1% | $5,349+292.0% | $7,344+185.5% |