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 | $121,294 | $58,828+106.2% | $77,999+55.5% | $62,891+92.9% |
| Participation rate | 97.8% | 71.1%+26.7pp | 75.5%+22.3pp | 69.3%+28.5pp |
| Annual return | 3.62% | 17.16%-13.5pp | 425.96%-422.3pp | 20.14%-16.5pp |
| Employer contribution / active EE | $4,691 | $1,672+180.6% | $2,470+89.9% | $2,281+105.7% |
| Participant deferral / active EE | $4,293 | $2,686+59.9% | $3,497+22.8% | $3,203+34.0% |
| Admin fee / account holder | $13,079 | $4,393+197.7% | $5,480+138.6% | $4,296+204.5% |