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 8-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 | $130,719 | $54,762+138.7% | $90,281+44.8% | $72,985+79.1% |
| Participation rate | 94.3% | 65.1%+29.2pp | 73.3%+21.1pp | 69.5%+24.9pp |
| Annual return | 15.42% | 30.63%-15.2pp | 78.10%-62.7pp | 81.00%-65.6pp |
| Employer contribution / active EE | $6,839 | $2,092+226.8% | $2,854+139.6% | $2,440+180.3% |
| Participant deferral / active EE | $10,405 | $2,887+260.4% | $3,885+167.8% | $3,607+188.4% |
| Admin fee / account holder | $19,492 | $3,972+390.7% | $5,351+264.3% | $5,124+280.4% |