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 | $113,650 | $74,888+51.8% | $71,209+59.6% | $142,382-20.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 9.99% | 345.14%-335.2pp | 282.51%-272.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $9,611 | $2,854+236.7% | $2,721+253.2% | $4,299+123.5% |
| Participant deferral / active EE | $9,888 | $4,454+122.0% | $4,175+136.8% | $6,507+52.0% |
| Admin fee / account holder | $51,012 | $5,568+816.1% | $5,349+853.7% | $12,624+304.1% |