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 | $90,211 | $25,014+260.7% | $69,647+29.5% | $80,856+11.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.5%+33.5pp | 67.6%+32.4pp |
| Annual return | 7.86% | 19.07%-11.2pp | 100.48%-92.6pp | 35.59%-27.7pp |
| Employer contribution / active EE | $4,587 | $993+362.0% | $1,712+167.9% | $2,755+66.5% |
| Participant deferral / active EE | $6,399 | $1,839+248.0% | $2,886+121.7% | $4,296+49.0% |
| Admin fee / account holder | $26,005 | $2,488+945.2% | $4,713+451.8% | $6,918+275.9% |