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 | $213,340 | $78,422+172.0% | $95,952+122.3% | $79,858+167.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.10% | 19.37%-11.3pp | 91.61%-83.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $3,189 | $1,945+63.9% | $2,541+25.5% | $2,471+29.1% |
| Participant deferral / active EE | $7,407 | $3,440+115.3% | $4,167+77.7% | $3,740+98.0% |
| Admin fee / account holder | $37,007 | $5,622+558.2% | $6,795+444.6% | $5,306+597.4% |