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 | $119,793 | $24,730+384.4% | $66,042+81.4% | $84,808+41.3% |
| Participation rate | 95.1% | 68.1%+27.0pp | 67.5%+27.6pp | 68.3%+26.8pp |
| Annual return | 9.92% | 79.55%-69.6pp | 52.11%-42.2pp | 40.90%-31.0pp |
| Employer contribution / active EE | $4,750 | $857+454.5% | $1,579+200.8% | $2,631+80.5% |
| Participant deferral / active EE | $6,404 | $1,737+268.7% | $2,835+125.8% | $4,212+52.0% |
| Admin fee / account holder | $25,348 | $3,014+741.0% | $5,747+341.1% | $7,344+245.2% |