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 | $114,685 | $47,479+141.5% | $62,929+82.2% | $82,448+39.1% |
| Participation rate | 93.3% | 66.9%+26.5pp | 73.1%+20.2pp | 68.1%+25.3pp |
| Annual return | 11.36% | 20.34%-9.0pp | 1063.93%-1052.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,674 | $1,885-11.2% | $2,505-33.1% | $2,551-34.4% |
| Participant deferral / active EE | $6,057 | $2,870+111.0% | $3,888+55.8% | $4,139+46.3% |
| Admin fee / account holder | $7,640 | $3,804+100.9% | $5,065+50.9% | $7,234+5.6% |