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 | $143,554 | $98,750+45.4% | $149,696-4.1% | $79,858+79.8% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.5%-3.0pp | 69.6%+9.9pp |
| Annual return | 11.73% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,198 | $3,216-31.7% | $4,644-52.7% | $2,471-11.0% |
| Participant deferral / active EE | $9,157 | $5,680+61.2% | $6,842+33.8% | $3,740+144.8% |
| Admin fee / account holder | $9,809 | $6,053+62.1% | $9,309+5.4% | $5,306+84.9% |