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 | $108,008 | $25,014+331.8% | $69,701+55.0% | $80,874+33.6% |
| Participation rate | 89.4% | 64.2%+25.1pp | 66.4%+22.9pp | 67.6%+21.7pp |
| Annual return | 8.77% | 19.07%-10.3pp | 100.32%-91.5pp | 35.62%-26.8pp |
| Employer contribution / active EE | $2,665 | $993+168.4% | $1,713+55.6% | $2,756-3.3% |
| Participant deferral / active EE | $7,260 | $1,839+294.8% | $2,887+151.5% | $4,297+69.0% |
| Admin fee / account holder | $17,914 | $2,488+620.0% | $4,717+279.8% | $6,935+158.3% |