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 | $125,656 | $54,762+129.5% | $90,281+39.2% | $72,985+72.2% |
| Participation rate | 95.1% | 65.1%+29.9pp | 73.3%+21.8pp | 69.5%+25.6pp |
| Annual return | 11.48% | 30.63%-19.2pp | 78.10%-66.6pp | 81.00%-69.5pp |
| Employer contribution / active EE | $10,494 | $2,092+401.5% | $2,854+267.6% | $2,440+330.1% |
| Participant deferral / active EE | $5,428 | $2,887+88.0% | $3,885+39.7% | $3,607+50.5% |
| Admin fee / account holder | $30,413 | $3,972+665.7% | $5,351+468.3% | $5,124+493.5% |