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 | $143,321 | $98,750+45.1% | $149,696-4.3% | $79,858+79.5% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.5pp |
| Annual return | 9.50% | 27.43%-17.9pp | 276.60%-267.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $5,232 | $3,216+62.7% | $4,644+12.7% | $2,471+111.8% |
| Participant deferral / active EE | $9,565 | $5,680+68.4% | $6,842+39.8% | $3,740+155.7% |
| Admin fee / account holder | $16,074 | $6,053+165.6% | $9,309+72.7% | $5,306+202.9% |