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 | $209,151 | $98,750+111.8% | $149,696+39.7% | $79,858+161.9% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.9pp |
| Annual return | 10.82% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $7,289 | $3,216+126.6% | $4,644+57.0% | $2,471+195.0% |
| Participant deferral / active EE | $7,387 | $5,680+30.1% | $6,842+8.0% | $3,740+97.5% |
| Admin fee / account holder | $688 | $6,053-88.6% | $9,309-92.6% | $5,306-87.0% |