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 | $193,473 | $144,119+34.2% | $117,854+64.2% | $147,584+31.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 7.87% | 531.15%-523.3pp | 335.08%-327.2pp | 578.55%-570.7pp |
| Employer contribution / active EE | $4,524 | $4,896-7.6% | $3,786+19.5% | $4,876-7.2% |
| Participant deferral / active EE | $9,508 | $5,316+78.9% | $4,482+112.1% | $5,439+74.8% |
| Admin fee / account holder | $20,733 | $10,886+90.5% | $8,020+158.5% | $10,885+90.5% |