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 | $127,069 | $72,492+75.3% | $87,100+45.9% | $72,985+74.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.59% | 24.46%-13.9pp | 28.19%-17.6pp | 81.00%-70.4pp |
| Employer contribution / active EE | $3,188 | $1,894+68.3% | $2,521+26.4% | $2,440+30.7% |
| Participant deferral / active EE | $8,017 | $3,270+145.2% | $4,049+98.0% | $3,607+122.2% |
| Admin fee / account holder | $20,414 | $5,055+303.8% | $7,497+172.3% | $5,124+298.4% |