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 | $249,172 | $89,355+178.9% | $141,162+76.5% | $72,985+241.4% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 17.91% | 111.85%-93.9pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $5,419 | $3,114+74.0% | $4,735+14.5% | $2,440+122.1% |
| Participant deferral / active EE | $7,471 | $5,418+37.9% | $6,709+11.4% | $3,607+107.1% |
| Admin fee / account holder | $2,342 | $5,958-60.7% | $10,261-77.2% | $5,124-54.3% |