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 | $128,423 | $64,480+99.2% | $81,382+57.8% | $80,856+58.8% |
| Participation rate | 91.8% | 63.9%+27.9pp | 69.5%+22.3pp | 67.6%+24.2pp |
| Annual return | 6.73% | 16.34%-9.6pp | 24.73%-18.0pp | 35.59%-28.9pp |
| Employer contribution / active EE | $7,212 | $1,978+264.5% | $2,463+192.8% | $2,755+161.8% |
| Participant deferral / active EE | $6,001 | $3,094+94.0% | $3,883+54.6% | $4,296+39.7% |
| Admin fee / account holder | $21,939 | $5,671+286.9% | $5,768+280.3% | $6,918+217.1% |