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 | $239,414 | $91,190+162.5% | $178,490+34.1% | $79,858+199.8% |
| Participation rate | 74.4% | 69.2%+5.2pp | 81.9%-7.5pp | 69.6%+4.8pp |
| Annual return | 9.76% | 24.19%-14.4pp | 151.07%-141.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $22,422 | $3,256+588.7% | $5,011+347.5% | $2,471+807.5% |
| Participant deferral / active EE | $8,820 | $3,236+172.6% | $5,202+69.6% | $3,740+135.8% |
| Admin fee / account holder | $7,608 | $6,751+12.7% | $13,984-45.6% | $5,306+43.4% |