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 | $159,774 | $81,233+96.7% | $155,567+2.7% | $80,874+97.6% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 9.45% | 33.33%-23.9pp | 64.74%-55.3pp | 35.62%-26.2pp |
| Employer contribution / active EE | $7,118 | $3,101+129.5% | $4,674+52.3% | $2,756+158.3% |
| Participant deferral / active EE | $5,528 | $3,452+60.1% | $5,628-1.8% | $4,297+28.6% |
| Admin fee / account holder | $80,097 | $7,998+901.5% | $15,916+403.2% | $6,935+1054.9% |