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 | $220,810 | $105,181+109.9% | $159,436+38.5% | $85,850+157.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 11.50% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,336 | $3,318-59.7% | $4,829-72.3% | $2,565-47.9% |
| Participant deferral / active EE | $11,249 | $5,945+89.2% | $7,352+53.0% | $3,952+184.7% |
| Admin fee / account holder | $13,303 | $6,933+91.9% | $10,799+23.2% | $6,260+112.5% |